Transcend Capital Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
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2025
Q1 | $119K | Buy |
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|
2024
Q4 | $157K | Sell |
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|
2024
Q3 | $94.7K | Hold |
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|
2024
Q2 | $79.6K | Hold |
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|
2024
Q1 | $88K | Hold |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $96.3K | Hold |
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|
2023
Q2 | $100K | Buy |
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|
2023
Q1 | $70.1K | Sell |
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|
2022
Q4 | $53.6K | Sell |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $81K | Sell |
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|
2022
Q1 | $158K | Hold |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $306K | Buy |
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