AWAU
Alliance Wealth Advisors (Utah)’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
122,153
+65
| +0.1% | +$1.18K | 0.53% | 59 |
|
|
2025
Q1 | $1.42M | Sell |
122,088
-300
| -0.2% | -$3.49K | 0.37% | 82 |
|
|
2024
Q4 | $1.88M | Buy |
122,388
+508
| +0.4% | +$7.82K | 0.49% | 68 |
|
|
2024
Q3 | $958K | Hold |
121,880
| – | – | 0.25% | 99 |
|
|
2024
Q2 | $806K | Hold |
121,880
| – | – | 0.24% | 102 |
|
|
2024
Q1 | $890K | Hold |
121,880
| – | – | 0.27% | 96 |
|
|
2023
Q4 | $1.21M | Hold |
121,880
| – | – | 0.41% | 66 |
|
|
2023
Q3 | $974K | Buy |
121,880
+55
| +0% | +$439 | 0.36% | 70 |
|
|
2023
Q2 | $1.02M | Hold |
121,825
| – | – | 0.38% | 67 |
|
|
2023
Q1 | $739K | Hold |
121,825
| – | – | 0.3% | 83 |
|
|
2022
Q4 | $562K | Buy |
+121,825
| New | +$562K | 0.25% | 98 |
|