Advisory Services Network’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 | $764K | Sell |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $783K | Sell |
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $608K | Sell |
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|
2023
Q3 | $508K | Buy |
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|
2023
Q2 | $515K | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $922K | Sell |
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|
2022
Q3 | $995K | Buy |
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|
2022
Q2 | $862K | Sell |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $293K | Buy |
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