Alta Wealth Advisors’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
Q3 | $1.74M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $782K | Sell |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $387K | Sell |
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|
2022
Q2 | $451K | Buy |
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