Transcend Capital Advisors’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 | $188K | Buy |
10,332
+130
| +1% | +$2.37K | 0.01% | 588 |
|
|
2025
Q1 | $119K | Buy |
10,202
+37
| +0.4% | +$430 | 0.01% | 588 |
|
|
2024
Q4 | $157K | Sell |
10,165
-1,883
| -16% | -$29K | 0.01% | 549 |
|
|
2024
Q3 | $94.7K | Hold |
12,048
| – | – | 0.01% | 605 |
|
|
2024
Q2 | $79.6K | Hold |
12,048
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $88K | Hold |
12,048
| – | – | 0.01% | 526 |
|
|
2023
Q4 | $120K | Hold |
12,048
| – | – | 0.01% | 491 |
|
|
2023
Q3 | $96.3K | Hold |
12,048
| – | – | 0.01% | 477 |
|
|
2023
Q2 | $100K | Buy |
12,048
+500
| +4% | +$4.17K | 0.01% | 475 |
|
|
2023
Q1 | $70.1K | Sell |
11,548
-71
| -0.6% | -$431 | 0.01% | 472 |
|
|
2022
Q4 | $53.6K | Sell |
11,619
-3,706
| -24% | -$17.1K | 0.01% | 482 |
|
|
2022
Q3 | $75K | Hold |
15,325
| – | – | 0.01% | 469 |
|
|
2022
Q2 | $81K | Sell |
15,325
-1,350
| -8% | -$7.14K | 0.01% | 482 |
|
|
2022
Q1 | $158K | Hold |
16,675
| – | – | 0.01% | 493 |
|
|
2021
Q4 | $264K | Buy |
16,675
+1,350
| +9% | +$21.4K | 0.02% | 411 |
|
|
2021
Q3 | $306K | Buy |
+15,325
| New | +$306K | 0.03% | 373 |
|