Acorn Financial Advisory Services’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.45M Sell
2025
Q1
$1.57M Sell
2024
Q4
$2.18M Buy
2024
Q3
$1.11M Sell
2024
Q2
$1.04M Sell
2024
Q1
$1.16M Sell
2023
Q4
$1.6M Sell
2023
Q3
$3.85M Buy
2023
Q2
$3.61M Buy
2023
Q1
$2.21M Buy
2022
Q4
$998K Sell
2022
Q3
$1.18M Buy
2022
Q2
$973K Sell
2022
Q1
$4.12M Buy
2021
Q4
$6.8M Buy
2021
Q3
$421K Buy