WDL
Well Done LLC’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
253,700
+29,700
| +13% | +$541K | 0.87% | 29 |
|
|
2025
Q1 | $3.45M | Sell |
224,000
-580
| -0.3% | -$8.93K | 0.63% | 38 |
|
|
2024
Q4 | $1.77M | Hold |
224,580
| – | – | 0.32% | 49 |
|
|
2024
Q3 | $1.77M | Sell |
224,580
-721
| -0.3% | -$5.67K | 0.32% | 49 |
|
|
2024
Q2 | $1.49M | Buy |
225,301
+41,383
| +23% | +$274K | 0.31% | 51 |
|
|
2024
Q1 | $1.34M | Buy |
183,918
+11,065
| +6% | +$80.8K | 0.26% | 56 |
|
|
2023
Q4 | $1.72M | Hold |
172,853
| – | – | 0.34% | 50 |
|
|
2023
Q3 | $1.38M | Buy |
172,853
+78,692
| +84% | +$629K | 0.31% | 53 |
|
|
2023
Q2 | $785K | Hold |
94,161
| – | – | 0.17% | 78 |
|
|
2023
Q1 | $572K | Buy |
94,161
+81,446
| +641% | +$494K | 0.12% | 89 |
|
|
2022
Q4 | $58.6K | Buy |
12,715
+10
| +0.1% | +$46 | 0.01% | 182 |
|
|
2022
Q3 | $62K | Hold |
12,705
| – | – | 0.02% | 164 |
|
|
2022
Q2 | $67K | Hold |
12,705
| – | – | 0.01% | 172 |
|
|
2022
Q1 | $120K | Hold |
12,705
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $201K | Buy |
+12,705
| New | +$201K | 0.04% | 180 |
|