B. Riley 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
2022
Q2
$481 Buy
2022
Q1
$678K Buy
2021
Q4
$953K Sell
2021
Q3
$1.68M Buy
2021
Q2
$1.13M Sell
2021
Q1
$1.02M Buy