West Oak 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 | – | Sell |
-127
| Closed | -$15 | – | 315 |
|
|
2025
Q1 | $15 | Hold |
127
| – | – | ﹤0.01% | 274 |
|
|
2024
Q4 | $20K | Buy |
+127
| New | +$20K | ﹤0.01% | 274 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$1K | – | 365 |
|
|
2022
Q1 | $1K | Buy |
100
+40
| +67% | +$400 | ﹤0.01% | 348 |
|
|
2021
Q4 | $1K | Buy |
60
+35
| +140% | +$583 | ﹤0.01% | 350 |
|
|
2021
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 386 |
|