Traynor 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 | $316K | Sell |
17,886
-1,369
| -7% | -$24.2K | 0.02% | 177 |
|
2025
Q1 | $224K | Sell |
19,255
-9,987
| -34% | -$116K | 0.02% | 185 |
|
2024
Q4 | $450K | Sell |
29,242
-1,346
| -4% | -$20.7K | 0.03% | 142 |
|
2024
Q3 | $240K | Buy |
30,588
+4,487
| +17% | +$35.3K | 0.01% | 192 |
|
2024
Q2 | $173K | Buy |
26,101
+7,589
| +41% | +$50.2K | 0.01% | 209 |
|
2024
Q1 | $135K | Sell |
18,512
-1,148
| -6% | -$8.38K | 0.01% | 214 |
|
2023
Q4 | $196K | Buy |
19,660
+2,304
| +13% | +$22.9K | 0.02% | 195 |
|
2023
Q3 | $139K | Buy |
17,356
+3,842
| +28% | +$30.7K | 0.02% | 180 |
|
2023
Q2 | $113K | Sell |
13,514
-837
| -6% | -$6.98K | 0.01% | 182 |
|
2023
Q1 | $87.1K | Sell |
14,351
-1,100
| -7% | -$6.68K | 0.01% | 177 |
|
2022
Q4 | $71.2K | Buy |
15,451
+225
| +1% | +$1.04K | 0.01% | 184 |
|
2022
Q3 | $74K | Sell |
15,226
-469
| -3% | -$2.28K | 0.01% | 164 |
|
2022
Q2 | $82K | Buy |
+15,695
| New | +$82K | 0.01% | 159 |
|
2022
Q1 | – | Sell |
-11,953
| Closed | -$188K | – | 232 |
|
2021
Q4 | $188K | Buy |
+11,953
| New | +$188K | 0.02% | 196 |
|