AWM
Activest Wealth Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99K | Buy |
219
+207
| +1,725% | +$3.77K | ﹤0.01% | 588 |
|
|
2025
Q1 | $140 | Buy |
12
+10
| +500% | +$117 | ﹤0.01% | 950 |
|
|
2024
Q4 | $31 | Buy |
+2
| New | +$31 | ﹤0.01% | 808 |
|
|
2023
Q1 | – | Sell |
-750
| Closed | -$15.7K | – | 520 |
|
|
2022
Q4 | $15.7K | Sell |
750
-8,000
| -91% | -$167K | ﹤0.01% | 275 |
|
|
2022
Q3 | $55K | Buy |
+8,750
| New | +$55K | 0.02% | 172 |
|