Wedmont Private Capital’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 | $435K | Buy |
21,493
+879
| +4% | +$17.8K | 0.02% | 467 |
|
|
2025
Q1 | $221K | Buy |
20,614
+2,299
| +13% | +$24.6K | 0.01% | 619 |
|
|
2024
Q4 | $259K | Buy |
18,315
+3,486
| +24% | +$49.3K | 0.01% | 582 |
|
|
2024
Q3 | $123K | Buy |
+14,829
| New | +$123K | 0.01% | 650 |
|
|
2024
Q2 | – | Sell |
-10,452
| Closed | -$82.5K | – | 670 |
|
|
2024
Q1 | $82.5K | Sell |
10,452
-1,616
| -13% | -$12.8K | 0.01% | 595 |
|
|
2023
Q4 | $103K | Buy |
12,068
+1,411
| +13% | +$12K | 0.01% | 556 |
|
|
2023
Q3 | $87.2K | Buy |
+10,657
| New | +$87.2K | 0.01% | 495 |
|