Arkadios 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 | $1.61M | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $737K | Buy |
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|
2024
Q4 | $960K | Buy |
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|
2024
Q3 | $476K | Buy |
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|
2024
Q2 | $358K | Buy |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $152K | Sell |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $72K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7K | Buy |
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|
2021
Q2 | $4K | Buy |
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