Westside Investment Management’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 | $58.7K | Sell |
3,300
-250
| -7% | -$4.45K | 0.01% | 432 |
|
|
2025
Q1 | $42K | Buy |
3,550
+250
| +8% | +$2.96K | 0.01% | 426 |
|
|
2024
Q4 | $50.8K | Sell |
3,300
-200
| -6% | -$3.08K | 0.01% | 404 |
|
|
2024
Q3 | $25.8K | Hold |
3,500
| – | – | 0.01% | 523 |
|
|
2024
Q2 | $23.1K | Hold |
3,500
| – | – | 0.01% | 523 |
|
|
2024
Q1 | $25.4K | Buy |
3,500
+400
| +13% | +$2.9K | 0.01% | 486 |
|
|
2023
Q4 | $30.8K | Buy |
3,100
+1,500
| +94% | +$14.9K | 0.01% | 432 |
|
|
2023
Q3 | $12.8K | Hold |
1,600
| – | – | ﹤0.01% | 549 |
|
|
2023
Q2 | $13.5K | Sell |
1,600
-100
| -6% | -$845 | ﹤0.01% | 541 |
|
|
2023
Q1 | $10.3K | Sell |
1,700
-450
| -21% | -$2.73K | ﹤0.01% | 581 |
|
|
2022
Q4 | $5 | Buy |
2,150
+1,200
| +126% | +$3 | ﹤0.01% | 702 |
|
|
2022
Q3 | $4 | Hold |
950
| – | – | ﹤0.01% | 714 |
|
|
2022
Q2 | $5 | Buy |
+950
| New | +$5 | ﹤0.01% | 690 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$3 | – | 810 |
|
|
2021
Q4 | $3 | Hold |
200
| – | – | ﹤0.01% | 727 |
|
|
2021
Q3 | $3 | Hold |
200
| – | – | ﹤0.01% | 708 |
|
|
2021
Q2 | $3 | Hold |
200
| – | – | ﹤0.01% | 698 |
|
|
2021
Q1 | $3 | Buy |
+200
| New | +$3 | ﹤0.01% | 678 |
|