Allworth 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
Q2 | $438K | Sell |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $119K | Buy |
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|
2024
Q2 | $87.8K | Buy |
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|
2024
Q1 | $64.4K | Buy |
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|
2023
Q4 | $41.7K | Buy |
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|
2023
Q3 | $32.2K | Buy |
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|
2023
Q2 | $33.3K | Buy |
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|
2023
Q1 | $19.7K | Sell |
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|
2022
Q4 | $24.1K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $0 | Buy |
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