Venturi 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 |
-13,011
| Closed | -$200K | – | 1627 |
|
|
2024
Q4 | $200K | Buy |
13,011
+11,606
| +826% | +$179K | 0.01% | 544 |
|
|
2024
Q3 | $11K | Buy |
1,405
+440
| +46% | +$3.46K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $6.38K | Buy |
+965
| New | +$6.38K | ﹤0.01% | 1182 |
|
|
2024
Q1 | – | Sell |
-120
| Closed | -$1.19K | – | 1435 |
|
|
2023
Q4 | $1.19K | Buy |
+120
| New | +$1.19K | ﹤0.01% | 1313 |
|