Y.D. More Investments’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-67,039
| Closed | -$1.03M | – | 491 |
|
|
2024
Q4 | $1.03M | Hold |
67,039
| – | – | 0.09% | 111 |
|
|
2024
Q3 | $527K | Hold |
67,039
| – | – | 0.06% | 136 |
|
|
2024
Q2 | $443K | Hold |
67,039
| – | – | 0.05% | 142 |
|
|
2024
Q1 | $489K | Sell |
67,039
-13,768
| -17% | -$101K | 0.09% | 117 |
|
|
2023
Q4 | $804K | Buy |
80,807
+18,600
| +30% | +$185K | 0.15% | 83 |
|
|
2023
Q3 | $497K | Hold |
62,207
| – | – | 0.1% | 108 |
|
|
2023
Q2 | $519K | Sell |
62,207
-53,387
| -46% | -$445K | 0.12% | 88 |
|
|
2023
Q1 | $702K | Sell |
115,594
-2,000
| -2% | -$12.1K | 0.16% | 69 |
|
|
2022
Q4 | $540K | Buy |
+117,594
| New | +$540K | 0.13% | 92 |
|