Y-Intercept (HK)’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 | $21.1M | Buy |
+1,160,036
| New | +$21.1M | 0.52% | 10 |
|
|
2025
Q1 | – | Sell |
-22,711
| Closed | -$350K | – | 1580 |
|
|
2024
Q4 | $350K | Sell |
22,711
-220,887
| -91% | -$3.4M | 0.02% | 883 |
|
|
2024
Q3 | $1.91M | Buy |
+243,598
| New | +$1.91M | 0.12% | 219 |
|
|
2024
Q1 | – | Sell |
-444,095
| Closed | -$4.42M | – | 1735 |
|
|
2023
Q4 | $4.42M | Buy |
+444,095
| New | +$4.42M | 0.41% | 24 |
|
|
2023
Q3 | – | Sell |
-180,255
| Closed | -$1.5M | – | 1550 |
|
|
2023
Q2 | $1.5M | Sell |
180,255
-47,585
| -21% | -$397K | 0.16% | 161 |
|
|
2023
Q1 | $1.38M | Buy |
+227,840
| New | +$1.38M | 0.16% | 172 |
|