Avior Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$254K Buy
2025
Q1
Sell
2024
Q4
$33.5K Sell
2024
Q3
$19.9K Buy
2024
Q2
$1.58K Buy