Avion Wealth’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
$270K Buy
2025
Q2
$184K Buy
2025
Q1
$155K Hold
2024
Q4
$155K Buy
2024
Q3
$79K Buy
2024
Q2
$0 Buy