YCM
Yousif Capital Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
11,614
-1,515
| -12% | -$27.6K | ﹤0.01% | 1805 |
|
|
2025
Q1 | $153K | Buy |
13,129
+693
| +6% | +$8.06K | ﹤0.01% | 1853 |
|
|
2024
Q4 | $192K | Buy |
12,436
+1,496
| +14% | +$23K | ﹤0.01% | 1834 |
|
|
2024
Q3 | $86K | Buy |
10,940
+190
| +2% | +$1.49K | ﹤0.01% | 1919 |
|
|
2024
Q2 | $71.1K | Buy |
10,750
+720
| +7% | +$4.76K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $73.2K | Buy |
+10,030
| New | +$73.2K | ﹤0.01% | 1938 |
|