Balboa Wealth Partners
- SEC CIK
- 0001929008
- Latest filing
- Aug 10, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Balboa Wealth Partners, 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 (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −17,997−100.0% | Sold out | Holders |
| Q4 2024 | 17,997 | $277.2K | 0.1% | +7,547+72.2% | Added | Holders |
| Q3 2024 | 10,450 | $82.1K | <0.1% | +10,450 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −12,275−100.0% | Sold out | Holders |
| Q1 2024 | 12,275 | $89.6K | <0.1% | −1,350−9.9% | Reduced | Holders |
| Q4 2023 | 13,625 | $135.6K | <0.1% | −11,936−46.7% | Reduced | Holders |
| Q3 2023 | 25,561 | $204.2K | 0.1% | +11,736+84.9% | Added | Holders |
| Q2 2023 | 13,825 | $115.3K | <0.1% | +13,825 | New | Holders |