XWM
Xcel Wealth Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
70,540
-2,860
| -4% | -$52.1K | 0.37% | 57 |
|
|
2025
Q1 | $854K | Buy |
73,400
+1,680
| +2% | +$19.5K | 0.27% | 69 |
|
|
2024
Q4 | $1.1M | Sell |
71,720
-300
| -0.4% | -$4.62K | 0.31% | 59 |
|
|
2024
Q3 | $566K | Buy |
72,020
+4,000
| +6% | +$31.4K | 0.17% | 82 |
|
|
2024
Q2 | $450K | Buy |
68,020
+8,250
| +14% | +$54.5K | 0.14% | 86 |
|
|
2024
Q1 | $436K | Buy |
59,770
+48,470
| +429% | +$354K | 0.14% | 86 |
|
|
2023
Q4 | $112K | Hold |
11,300
| – | – | 0.04% | 114 |
|
|
2023
Q3 | $90.3K | Sell |
11,300
-13,980
| -55% | -$112K | 0.04% | 105 |
|
|
2023
Q2 | $211K | Sell |
25,280
-500
| -2% | -$4.17K | 0.07% | 128 |
|
|
2023
Q1 | $156K | Hold |
25,780
| – | – | 0.06% | 129 |
|
|
2022
Q4 | $119K | Sell |
25,780
-200
| -0.8% | -$922 | 0.05% | 128 |
|
|
2022
Q3 | $127K | Buy |
25,980
+5,250
| +25% | +$25.7K | 0.05% | 117 |
|
|
2022
Q2 | $109K | Sell |
20,730
-1,300
| -6% | -$6.84K | 0.04% | 120 |
|
|
2022
Q1 | $208K | Buy |
+22,030
| New | +$208K | 0.06% | 133 |
|