Albion Financial Group’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
$299K Hold
2025
Q1
$191K Hold
2024
Q4
$253K Hold
2024
Q3
$129K Hold
2024
Q2
$109K Hold
2024
Q1
$120K Hold
2023
Q4
$163K Hold
2023
Q3
$131K Hold
2023
Q2
$137K Hold
2023
Q1
$99.6K Hold
2022
Q4
$75.7K Hold
2022
Q3
$80K Sell
2022
Q2
$173K Buy
2022
Q1
$40K Hold
2021
Q4
$67K Hold
2021
Q3
$67K Buy