Wealthcare Advisory Partners’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 | Buy |
+12,571
| New | +$229K | 0.01% | 892 |
|
|
2025
Q1 | – | Sell |
-14,199
| Closed | -$219K | – | 948 |
|
|
2024
Q4 | $219K | Sell |
14,199
-4,248
| -23% | -$65.4K | 0.01% | 827 |
|
|
2024
Q3 | $145K | Sell |
18,447
-11,433
| -38% | -$89.9K | ﹤0.01% | 850 |
|
|
2024
Q2 | $198K | Buy |
29,880
+3,214
| +12% | +$21.2K | 0.01% | 796 |
|
|
2024
Q1 | $195K | Buy |
26,666
+9,283
| +53% | +$67.8K | 0.01% | 772 |
|
|
2023
Q4 | $173K | Buy |
17,383
+4,112
| +31% | +$40.9K | 0.01% | 723 |
|
|
2023
Q3 | $106K | Sell |
13,271
-2,275
| -15% | -$18.2K | ﹤0.01% | 687 |
|
|
2023
Q2 | $130K | Buy |
+15,546
| New | +$130K | 0.01% | 701 |
|
|
2023
Q1 | – | Sell |
-11,338
| Closed | -$52.3K | – | 739 |
|
|
2022
Q4 | $52.3K | Buy |
+11,338
| New | +$52.3K | ﹤0.01% | 686 |
|