Wealthspan 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 | $397K | Buy |
21,806
+195
| +0.9% | +$3.55K | 0.16% | 80 |
|
|
2025
Q1 | $251K | Buy |
21,611
+1,850
| +9% | +$21.5K | 0.12% | 98 |
|
|
2024
Q4 | $304K | Buy |
19,761
+2,645
| +15% | +$40.7K | 0.15% | 87 |
|
|
2024
Q3 | $135K | Buy |
17,116
+6,000
| +54% | +$47.2K | 0.07% | 107 |
|
|
2024
Q2 | $73.5K | Buy |
+11,116
| New | +$73.5K | 0.04% | 103 |
|