Walkner Condon 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
Q1 | – | Sell |
-36,355
| Closed | -$560K | – | 294 |
|
|
2024
Q4 | $560K | Buy |
36,355
+2,735
| +8% | +$42.1K | 0.11% | 146 |
|
|
2024
Q3 | $264K | Buy |
33,620
+89
| +0.3% | +$700 | 0.05% | 225 |
|
|
2024
Q2 | $222K | Sell |
33,531
-13
| -0% | -$86 | 0.05% | 237 |
|
|
2024
Q1 | $245K | Buy |
+33,544
| New | +$245K | 0.05% | 236 |
|
|
2023
Q1 | – | Sell |
-13,437
| Closed | -$61.9K | – | 246 |
|
|
2022
Q4 | $61.9K | Buy |
+13,437
| New | +$61.9K | 0.02% | 229 |
|
|
2022
Q3 | – | Sell |
-18,256
| Closed | -$96K | – | 228 |
|
|
2022
Q2 | $96K | Buy |
+18,256
| New | +$96K | 0.03% | 214 |
|