Trueblood 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
Q1 | – | Sell |
-28,824
| Closed | -$444K | – | 239 |
|
|
2024
Q4 | $444K | Hold |
28,824
| – | – | 0.22% | 144 |
|
|
2024
Q3 | $227K | Buy |
28,824
+6,721
| +30% | +$52.8K | 0.11% | 204 |
|
|
2024
Q2 | $146K | Hold |
22,103
| – | – | 0.08% | 217 |
|
|
2024
Q1 | $161K | Buy |
22,103
+6,426
| +41% | +$46.9K | 0.09% | 221 |
|
|
2023
Q4 | $156K | Buy |
+15,677
| New | +$156K | 0.1% | 206 |
|