Toth Financial Advisory’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 | $6.37K | Hold |
350
| – | – | ﹤0.01% | 524 |
|
|
2025
Q1 | $4.07K | Sell |
350
-10
| -3% | -$116 | ﹤0.01% | 529 |
|
|
2024
Q4 | $5.54K | Buy |
360
+10
| +3% | +$154 | ﹤0.01% | 500 |
|
|
2024
Q3 | $2.75K | Hold |
350
| – | – | ﹤0.01% | 559 |
|
|
2024
Q2 | $2.31K | Hold |
350
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $2.56K | Sell |
350
-140
| -29% | -$1.02K | ﹤0.01% | 575 |
|
|
2023
Q4 | $4.88K | Hold |
490
| – | – | ﹤0.01% | 531 |
|
|
2023
Q3 | $3.92K | Hold |
490
| – | – | ﹤0.01% | 558 |
|
|
2023
Q2 | $4.09K | Sell |
490
-400
| -45% | -$3.34K | ﹤0.01% | 568 |
|
|
2023
Q1 | $5.4K | Buy |
890
+540
| +154% | +$3.28K | ﹤0.01% | 531 |
|
|
2022
Q4 | $1.61K | Sell |
350
-110
| -24% | -$507 | ﹤0.01% | 609 |
|
|
2022
Q3 | $2K | Hold |
460
| – | – | ﹤0.01% | 648 |
|
|
2022
Q2 | $2K | Hold |
460
| – | – | ﹤0.01% | 607 |
|
|
2022
Q1 | $4K | Buy |
460
+110
| +31% | +$957 | ﹤0.01% | 566 |
|
|
2021
Q4 | $6K | Buy |
+350
| New | +$6K | ﹤0.01% | 549 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$19K | – | 786 |
|
|
2021
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 381 |
|
|
2021
Q1 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 399 |
|