Tucker Asset Management’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
Q4
$418K Sell
15,977
-604
-4% -$16.8K 0.12% 43
2025
Q3
$438K Sell
16,581
-619
-4% -$14.7K 0.13% 46
2025
Q2
$313K Buy
17,200
+2,121
+14% +$28K 0.1% 59
2025
Q1
$175K Buy
15,079
+769
+5% +$11.1K 0.06% 105
2024
Q4
$220K Buy
14,310
+12,967
+966% +$168K 0.02% 124
2024
Q3
$10.6K Buy
1,343
+1,205
+873% +$8.76K ﹤0.01% 690
2024
Q2
$912 Hold
138
﹤0.01% 1462
2024
Q1
$1.01K Buy
138
+118
+590% +$937 ﹤0.01% 1434
2023
Q4
$199 Sell
20
-10,038
-100% -$79.8K ﹤0.01% 1371
2023
Q3
$80.4K Buy
10,058
+9,958
+9,958% +$87.6K 0.02% 248
2023
Q2
$834 Buy
+100
New +$652 ﹤0.01% 993
2022
Q3
Sell
-156
Closed -$822 900
2022
Q2
$822 Hold
156
﹤0.01% 550
2022
Q1
$1.47K Buy
+156
New +$1.79K ﹤0.01% 464

Other funds holding SOFI