T
Tidemark’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.1K | Buy |
4,892
+514
| +12% | +$9.36K | 0.03% | 186 |
|
|
2025
Q1 | $50.9K | Buy |
4,378
+3,707
| +552% | +$43.1K | 0.02% | 241 |
|
|
2024
Q4 | $10.3K | Buy |
671
+100
| +18% | +$1.54K | ﹤0.01% | 439 |
|
|
2024
Q3 | $4.49K | Hold |
571
| – | – | ﹤0.01% | 498 |
|
|
2024
Q2 | $3.77K | Hold |
571
| – | – | ﹤0.01% | 493 |
|
|
2024
Q1 | $4.17K | Sell |
571
-374
| -40% | -$2.73K | ﹤0.01% | 533 |
|
|
2023
Q4 | $9.4K | Buy |
+945
| New | +$9.4K | 0.01% | 433 |
|