Well Done LLC’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
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|
2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $1.77M | Hold |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.72M | Hold |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $785K | Hold |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $58.6K | Buy |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $120K | Hold |
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|
2021
Q4 | $201K | Buy |
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