Beacon Pointe Advisors’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
Q2 | $1.96M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $138K | Sell |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $105K | Buy |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $185K | Buy |
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