Triumph 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 | $1.95M | Buy |
107,325
+32,918
| +44% | +$599K | 0.59% | 34 |
|
|
2025
Q1 | $865K | Buy |
74,407
+4,961
| +7% | +$57.7K | 0.29% | 86 |
|
|
2024
Q4 | $1.07M | Sell |
69,446
-315,744
| -82% | -$4.86M | 0.37% | 55 |
|
|
2024
Q3 | $3.03M | Buy |
385,190
+1,736
| +0.5% | +$13.6K | 1.08% | 19 |
|
|
2024
Q2 | $2.53M | Buy |
383,454
+21,069
| +6% | +$139K | 0.99% | 21 |
|
|
2024
Q1 | $2.62M | Buy |
362,385
+72,142
| +25% | +$521K | 1.07% | 20 |
|
|
2023
Q4 | $2.89M | Buy |
290,243
+113,953
| +65% | +$1.13M | 1.23% | 16 |
|
|
2023
Q3 | $1.41M | Buy |
176,290
+23,958
| +16% | +$191K | 0.64% | 35 |
|
|
2023
Q2 | $1.27M | Sell |
152,332
-9,502
| -6% | -$79.2K | 0.58% | 40 |
|
|
2023
Q1 | $982K | Sell |
161,834
-151,109
| -48% | -$917K | 0.5% | 37 |
|
|
2022
Q4 | $1.44M | Buy |
312,943
+14,086
| +5% | +$64.9K | 0.77% | 26 |
|
|
2022
Q3 | $1.46M | Buy |
298,857
+63,897
| +27% | +$312K | 0.79% | 30 |
|
|
2022
Q2 | $1.24M | Buy |
234,960
+81,175
| +53% | +$428K | 0.65% | 38 |
|
|
2022
Q1 | $1.45M | Buy |
153,785
+24,469
| +19% | +$231K | 0.63% | 36 |
|
|
2021
Q4 | $2.04M | Buy |
129,316
+35,045
| +37% | +$554K | 0.88% | 30 |
|
|
2021
Q3 | $1.5M | Buy |
+94,271
| New | +$1.5M | 0.7% | 33 |
|