Visionary 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 | $227K | Buy |
12,469
+1,616
| +15% | +$29.4K | 0.01% | 522 |
|
|
2025
Q1 | $126K | Sell |
10,853
-43
| -0.4% | -$500 | 0.01% | 531 |
|
|
2024
Q4 | $168K | Sell |
10,896
-3,380
| -24% | -$52.1K | 0.01% | 525 |
|
|
2024
Q3 | $112K | Buy |
14,276
+30
| +0.2% | +$236 | 0.01% | 524 |
|
|
2024
Q2 | $94.2K | Buy |
14,246
+262
| +2% | +$1.73K | 0.01% | 498 |
|
|
2024
Q1 | $102K | Sell |
13,984
-1,500
| -10% | -$11K | 0.01% | 478 |
|
|
2023
Q4 | $154K | Sell |
15,484
-238
| -2% | -$2.37K | 0.01% | 464 |
|
|
2023
Q3 | $126K | Sell |
15,722
-2,381
| -13% | -$19K | 0.01% | 436 |
|
|
2023
Q2 | $151K | Buy |
18,103
+303
| +2% | +$2.53K | 0.01% | 441 |
|
|
2023
Q1 | $108K | Hold |
17,800
| – | – | 0.01% | 435 |
|
|
2022
Q4 | $82K | Sell |
17,800
-2,250
| -11% | -$10.4K | 0.01% | 407 |
|
|
2022
Q3 | $98K | Buy |
20,050
+197
| +1% | +$963 | 0.01% | 381 |
|
|
2022
Q2 | $105K | Buy |
19,853
+2,800
| +16% | +$14.8K | 0.01% | 413 |
|
|
2022
Q1 | $161K | Buy |
17,053
+5,695
| +50% | +$53.8K | 0.01% | 413 |
|
|
2021
Q4 | $180K | Buy |
+11,358
| New | +$180K | 0.01% | 361 |
|