U.S. Capital Wealth Advisors’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 | $229K | Sell |
12,554
-3,379
| -21% | -$61.5K | 0.01% | 799 |
|
|
2025
Q1 | $185K | Buy |
15,933
+3,437
| +28% | +$40K | 0.01% | 804 |
|
|
2024
Q4 | $192K | Buy |
+12,496
| New | +$192K | 0.01% | 775 |
|
|
2024
Q3 | – | Sell |
-15,836
| Closed | -$105K | – | 721 |
|
|
2024
Q2 | $105K | Buy |
+15,836
| New | +$105K | ﹤0.01% | 654 |
|
|
2023
Q1 | – | Sell |
-8,227
| Closed | -$37.9K | – | 1393 |
|
|
2022
Q4 | $37.9K | Buy |
+8,227
| New | +$37.9K | ﹤0.01% | 946 |
|
|
2022
Q1 | – | Sell |
-14,027
| Closed | -$222K | – | 747 |
|
|
2021
Q4 | $222K | Buy |
+14,027
| New | +$222K | 0.01% | 666 |
|