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Avior Wealth Management’s SoFi Technologies SOFI Stock Holding History

Avior Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,178
Closed -$33.5K – 2089
2024
Q4 		$33.5K Sell
2,178
-348
-14% -$5.36K ﹤0.01% 1277
2024
Q3 		$19.9K Buy
2,526
+2,287
+957% +$18K ﹤0.01% 1376
2024
Q2 		$1.58K Buy
+239
New +$1.58K ﹤0.01% 1975