Advisornet Financial’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
Q3 | $190K | Buy |
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|
2025
Q2 | $130K | Buy |
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|
2025
Q1 | $63.5K | Sell |
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|
2024
Q4 | $84.5K | Buy |
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|
2024
Q3 | $26.4K | Buy |
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|
2024
Q2 | $6.94K | Sell |
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|
2024
Q1 | $8.03K | Sell |
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|
2023
Q4 | $14K | Sell |
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|
2023
Q3 | $16.4K | Buy |
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|
2023
Q2 | $15.4K | Buy |
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|
2023
Q1 | $7.62K | Sell |
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|
2022
Q4 | $6.68K | Hold |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $37K | Buy |
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|
2021
Q3 | $14K | Buy |
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|
2021
Q2 | $8K | Buy |
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|
2021
Q1 | $4K | Buy |
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