Tortoise Investment 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 | $81.5K | Buy |
4,477
+38
| +0.9% | +$692 | 0.01% | 316 |
|
|
2025
Q1 | $51.6K | Hold |
4,439
| – | – | 0.01% | 367 |
|
|
2024
Q4 | $68.4K | Hold |
4,439
| – | – | 0.01% | 365 |
|
|
2024
Q3 | $34.9K | Hold |
4,439
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $29.3K | Buy |
4,439
+500
| +13% | +$3.31K | ﹤0.01% | 474 |
|
|
2024
Q1 | $28.8K | Buy |
+3,939
| New | +$28.8K | ﹤0.01% | 459 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$3K | – | 766 |
|
|
2022
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 652 |
|
|
2022
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 567 |
|
|
2021
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 491 |
|