Axxcess Wealth Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,254
| Closed | -$173K | – | 924 |
|
|
2024
Q4 | $173K | Sell |
11,254
-5,225
| -32% | -$80.5K | ﹤0.01% | 828 |
|
|
2024
Q3 | $130K | Sell |
16,479
-8,703
| -35% | -$68.4K | ﹤0.01% | 863 |
|
|
2024
Q2 | $166K | Sell |
25,182
-223
| -0.9% | -$1.47K | ﹤0.01% | 808 |
|
|
2024
Q1 | $185K | Buy |
+25,405
| New | +$185K | 0.01% | 828 |
|