Tradition Wealth 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 | $1.48M | Buy |
81,449
+8,438
| +12% | +$154K | 0.12% | 150 |
|
|
2025
Q1 | $849K | Buy |
73,011
+9,946
| +16% | +$116K | 0.07% | 186 |
|
|
2024
Q4 | $971K | Buy |
63,065
+5,532
| +10% | +$85.2K | 0.09% | 174 |
|
|
2024
Q3 | $452K | Buy |
57,533
+1,880
| +3% | +$14.8K | 0.04% | 258 |
|
|
2024
Q2 | $368K | Buy |
55,653
+3,243
| +6% | +$21.4K | 0.04% | 281 |
|
|
2024
Q1 | $383K | Buy |
52,410
+19,194
| +58% | +$140K | 0.04% | 261 |
|
|
2023
Q4 | $330K | Buy |
33,216
+6,450
| +24% | +$64.1K | 0.03% | 260 |
|
|
2023
Q3 | $214K | Buy |
26,766
+10,106
| +61% | +$80.8K | 0.03% | 294 |
|
|
2023
Q2 | $139K | Buy |
16,660
+1,225
| +8% | +$10.2K | 0.02% | 381 |
|
|
2023
Q1 | $94K | Buy |
15,435
+8,380
| +119% | +$51K | 0.01% | 460 |
|
|
2022
Q4 | $33K | Hold |
7,055
| – | – | ﹤0.01% | 637 |
|
|
2022
Q3 | $34K | Hold |
7,055
| – | – | 0.01% | 620 |
|
|
2022
Q2 | $37K | Buy |
7,055
+1,220
| +21% | +$6.4K | 0.01% | 522 |
|
|
2022
Q1 | $55K | Buy |
5,835
+5,675
| +3,547% | +$53.5K | 0.01% | 493 |
|
|
2021
Q4 | $3K | Buy |
+160
| New | +$3K | ﹤0.01% | 1148 |
|