AWA
Alta Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-67,219
| Closed | -$782K | – | 144 |
|
|
2025
Q1 | $782K | Sell |
67,219
-3,500
| -5% | -$40.7K | 0.36% | 59 |
|
|
2024
Q4 | $1.09M | Hold |
70,719
| – | – | 0.48% | 48 |
|
|
2024
Q3 | $556K | Buy |
70,719
+17,770
| +34% | +$140K | 0.25% | 79 |
|
|
2024
Q2 | $350K | Sell |
52,949
-500
| -0.9% | -$3.31K | 0.17% | 99 |
|
|
2024
Q1 | $390K | Hold |
53,449
| – | – | 0.2% | 93 |
|
|
2023
Q4 | $532K | Sell |
53,449
-700
| -1% | -$6.97K | 0.3% | 77 |
|
|
2023
Q3 | $433K | Sell |
54,149
-3,150
| -5% | -$25.2K | 0.27% | 94 |
|
|
2023
Q2 | $478K | Sell |
57,299
-2,000
| -3% | -$16.7K | 0.28% | 94 |
|
|
2023
Q1 | $360K | Hold |
59,299
| – | – | 0.23% | 111 |
|
|
2022
Q4 | $273K | Sell |
59,299
-20,100
| -25% | -$92.7K | 0.18% | 126 |
|
|
2022
Q3 | $387K | Sell |
79,399
-5,000
| -6% | -$24.4K | 0.28% | 106 |
|
|
2022
Q2 | $451K | Buy |
+84,399
| New | +$451K | 0.31% | 98 |
|