TrueFG’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
$297K Hold
16,300
0.09% 44
2025
Q1
$190K Hold
16,300
0.06% 48
2024
Q4
$251K Hold
16,300
0.08% 46
2024
Q3
$128K Buy
16,300
+1,000
+7% +$7.86K 0.04% 51
2024
Q2
$101K Buy
15,300
+1,500
+11% +$9.92K 0.04% 48
2024
Q1
$101K Buy
13,800
+850
+7% +$6.21K 0.04% 47
2023
Q4
$129K Hold
12,950
0.05% 44
2023
Q3
$103K Buy
12,950
+150
+1% +$1.2K 0.04% 39
2023
Q2
$107K Buy
+12,800
New +$107K 0.05% 38