Wolff Wiese Magana’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 | $120K | Hold |
6,600
| – | – | 0.07% | 133 |
|
|
2025
Q1 | $76.8K | Sell |
6,600
-3,640
| -36% | -$42.3K | 0.05% | 156 |
|
|
2024
Q4 | $158K | Sell |
10,240
-415
| -4% | -$6.39K | 0.1% | 112 |
|
|
2024
Q3 | $83.7K | Hold |
10,655
| – | – | 0.06% | 149 |
|
|
2024
Q2 | $70.4K | Sell |
10,655
-57,573
| -84% | -$381K | 0.06% | 138 |
|
|
2024
Q1 | $498K | Buy |
68,228
+1,286
| +2% | +$9.39K | 0.43% | 55 |
|
|
2023
Q4 | $666K | Sell |
66,942
-17,318
| -21% | -$172K | 0.63% | 47 |
|
|
2023
Q3 | $673K | Sell |
84,260
-31,086
| -27% | -$248K | 0.55% | 56 |
|
|
2023
Q2 | $962K | Buy |
115,346
+2,157
| +2% | +$18K | 0.74% | 47 |
|
|
2023
Q1 | $687K | Sell |
113,189
-1,221
| -1% | -$7.41K | 0.56% | 50 |
|
|
2022
Q4 | $527K | Sell |
114,410
-225
| -0.2% | -$1.04K | 0.45% | 53 |
|
|
2022
Q3 | $559K | Sell |
114,635
-6,080
| -5% | -$29.6K | 0.45% | 55 |
|
|
2022
Q2 | $636K | Buy |
120,715
+62,876
| +109% | +$331K | 0.46% | 55 |
|
|
2022
Q1 | $547K | Buy |
57,839
+26,962
| +87% | +$255K | 0.37% | 63 |
|
|
2021
Q4 | $488K | Buy |
+30,877
| New | +$488K | 0.32% | 75 |
|