TFC Financial Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61K | Buy |
418
+100
| +31% | +$1.82K | ﹤0.01% | 395 |
|
|
2025
Q1 | $3.7K | Sell |
318
-9,400
| -97% | -$109K | ﹤0.01% | 425 |
|
|
2024
Q4 | $150K | Sell |
9,718
-50
| -0.5% | -$770 | 0.02% | 151 |
|
|
2024
Q3 | $76.8K | Buy |
9,768
+311
| +3% | +$2.44K | 0.01% | 215 |
|
|
2024
Q2 | $62.5K | Hold |
9,457
| – | – | 0.01% | 220 |
|
|
2024
Q1 | $69K | Hold |
9,457
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $94.1K | Hold |
9,457
| – | – | 0.02% | 175 |
|
|
2023
Q3 | $75.6K | Buy |
9,457
+4,400
| +87% | +$35.2K | 0.02% | 188 |
|
|
2023
Q2 | $42.2K | Buy |
5,057
+57
| +1% | +$475 | 0.01% | 232 |
|
|
2023
Q1 | $30.4K | Hold |
5,000
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $23.1K | Buy |
+5,000
| New | +$23.1K | 0.01% | 246 |
|