Aventura Private Wealth’s SoFi Technologies SOFI Stock Holding History

Aventura Private Wealth’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$33.5K	Hold
2025 Q3	$33.8K	Hold
2025 Q2	$23.3K	Sell
2025 Q1	$15.5K	Sell
2024 Q4	$51.3K	Buy