Alliance Wealth Advisors (Utah)’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 | $2.22M | Buy |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $958K | Hold |
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|
2024
Q2 | $806K | Hold |
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|
2024
Q1 | $890K | Hold |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $739K | Hold |
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|
2022
Q4 | $562K | Buy |
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