Skip to main content

Centerpoint Advisors, LLC

SEC CIK
0001733788
Latest filing
Aug 5, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Centerpoint Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2026)
25
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2022
Holdings of SOFI by Centerpoint Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625$00.0%00.0%UnchangedHolders
Q1 202625$00.0%00.0%UnchangedHolders
Q4 202525$1.00K<0.1%00.0%UnchangedHolders
Q3 202525$1.00K<0.1%00.0%UnchangedHolders
Q2 202525$00.0%00.0%UnchangedHolders
Q1 202525$00.0%−25−50.0%ReducedHolders
Q4 202450$1.00K<0.1%00.0%UnchangedHolders
Q3 202450$00.0%00.0%UnchangedHolders
Q2 202450$00.0%00.0%UnchangedHolders
Q1 202450$00.0%00.0%UnchangedHolders
Q4 202350$00.0%00.0%UnchangedHolders
Q3 202350$00.0%−50−50.0%ReducedHolders
Q2 2023100$1.00K<0.1%−150−60.0%ReducedHolders
Q1 2023250$2.00K<0.1%−250−50.0%ReducedHolders
Q4 2022500$2.00K<0.1%+100+25.0%AddedHolders
Q3 2022400$2.00K<0.1%+200+100.0%AddedHolders
Q2 2022200$1.00K<0.1%00.0%UnchangedHolders
Q1 2022200$2.00K<0.1%+200NewHolders