Valeo Financial 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 | $608K | Sell |
33,380
-369
| -1% | -$6.72K | 0.01% | 406 |
|
|
2025
Q1 | $393K | Buy |
33,749
+3,219
| +11% | +$37.4K | 0.01% | 468 |
|
|
2024
Q4 | $470K | Buy |
30,530
+2,354
| +8% | +$36.3K | 0.01% | 416 |
|
|
2024
Q3 | $221K | Sell |
28,176
-1,540
| -5% | -$12.1K | 0.01% | 620 |
|
|
2024
Q2 | $196K | Sell |
29,716
-10,000
| -25% | -$66.1K | 0.01% | 612 |
|
|
2024
Q1 | $302K | Sell |
39,716
-3,000
| -7% | -$22.8K | 0.01% | 501 |
|
|
2023
Q4 | $425K | Sell |
42,716
-4,900
| -10% | -$48.8K | 0.02% | 402 |
|
|
2023
Q3 | $380K | Sell |
47,616
-6,500
| -12% | -$51.9K | 0.02% | 397 |
|
|
2023
Q2 | $451K | Sell |
54,116
-1,000
| -2% | -$8.34K | 0.02% | 343 |
|
|
2023
Q1 | $335K | Buy |
55,116
+11,656
| +27% | +$70.8K | 0.02% | 414 |
|
|
2022
Q4 | $200K | Sell |
43,460
-10,686
| -20% | -$49.3K | 0.01% | 490 |
|
|
2022
Q3 | $264K | Sell |
54,146
-2,985
| -5% | -$14.6K | 0.02% | 376 |
|
|
2022
Q2 | $301K | Buy |
57,131
+467
| +0.8% | +$2.46K | 0.02% | 340 |
|
|
2022
Q1 | $535K | Buy |
56,664
+23,315
| +70% | +$220K | 0.03% | 298 |
|
|
2021
Q4 | $527K | Buy |
33,349
+11,971
| +56% | +$189K | 0.03% | 287 |
|
|
2021
Q3 | $339K | Buy |
21,378
+6,538
| +44% | +$104K | 0.02% | 358 |
|
|
2021
Q2 | $284K | Buy |
14,840
+6,911
| +87% | +$132K | 0.02% | 349 |
|
|
2021
Q1 | $136K | Buy |
7,929
+7,829
| +7,829% | +$134K | 0.01% | 520 |
|
|
2020
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1585 |
|