Avestar Capital’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 | $266K | Hold |
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|
2025
Q1 | $170K | Hold |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $96.4K | Hold |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $145K | Sell |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $128K | Hold |
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|
2023
Q1 | $93.1K | Sell |
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|
2022
Q4 | $77.8K | Sell |
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|
2022
Q3 | $137K | Sell |
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|
2022
Q2 | $159K | Sell |
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|
2022
Q1 | $698K | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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