Wealthfront Advisers’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 | $2.56M | Sell |
140,331
-11,469
| -8% | -$209K | 0.01% | 515 |
|
|
2025
Q1 | $1.77M | Buy |
151,800
+27,456
| +22% | +$319K | ﹤0.01% | 567 |
|
|
2024
Q4 | $1.91M | Buy |
124,344
+20,215
| +19% | +$311K | 0.01% | 532 |
|
|
2024
Q3 | $818K | Buy |
104,129
+17,505
| +20% | +$138K | ﹤0.01% | 685 |
|
|
2024
Q2 | $573K | Buy |
86,624
+41,193
| +91% | +$272K | ﹤0.01% | 722 |
|
|
2024
Q1 | $332K | Buy |
45,431
+26,795
| +144% | +$196K | ﹤0.01% | 785 |
|
|
2023
Q4 | $185K | Sell |
18,636
-14,455
| -44% | -$144K | ﹤0.01% | 845 |
|
|
2023
Q3 | $264K | Buy |
33,091
+5,109
| +18% | +$40.8K | ﹤0.01% | 777 |
|
|
2023
Q2 | $233K | Buy |
27,982
+15,044
| +116% | +$125K | ﹤0.01% | 802 |
|
|
2023
Q1 | $78.5K | Buy |
+12,938
| New | +$78.5K | ﹤0.01% | 803 |
|