Tradewinds Capital 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 | $346 | Buy |
19
+3
| +19% | +$55 | ﹤0.01% | 575 |
|
|
2025
Q1 | $187 | Buy |
16
+8
| +100% | +$94 | ﹤0.01% | 625 |
|
|
2024
Q4 | $124 | Buy |
+8
| New | +$124 | ﹤0.01% | 645 |
|
|
2024
Q1 | – | Sell |
-12
| Closed | -$120 | – | 578 |
|
|
2023
Q4 | $120 | Sell |
12
-38
| -76% | -$380 | ﹤0.01% | 454 |
|
|
2023
Q3 | $400 | Hold |
50
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $417 | Hold |
50
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $304 | Hold |
50
| – | – | ﹤0.01% | 432 |
|
|
2022
Q4 | $230 | Hold |
50
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 498 |
|
|
2022
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 741 |
|
|
2022
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 835 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 741 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 725 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 739 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 709 |
|