Avantax Advisory Services’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 | $1.87M | Buy |
|
|||||
|
2025
Q1 | $936K | Buy |
|
|||||
|
2024
Q4 | $1.15M | Sell |
|
|||||
|
2024
Q3 | $736K | Sell |
|
|||||
|
2024
Q2 | $654K | Buy |
|
|||||
|
2024
Q1 | $710K | Buy |
|
|||||
|
2023
Q4 | $813K | Buy |
|
|||||
|
2023
Q3 | $534K | Sell |
|
|||||
|
2023
Q2 | $560K | Buy |
|
|||||
|
2023
Q1 | $266K | Buy |
|
|||||
|
2022
Q4 | $153K | Buy |
|
|||||
|
2022
Q3 | $130K | Buy |
|
|||||
|
2022
Q2 | $82K | Buy |
|