Atria Wealth Solutions’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 | $1.42M | Sell |
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|
2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $3.09M | Buy |
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|
2024
Q1 | $3.15M | Buy |
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|
2023
Q4 | $3.28M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.2M | Buy |
|