Bell Investment 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 | $18.3K | Buy |
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|
2025
Q1 | $11.2K | Hold |
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|
2024
Q4 | $14.9K | Buy |
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|
2024
Q3 | $7.33K | Hold |
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|
2024
Q2 | $6.17K | Hold |
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|
2024
Q1 | $6.81K | Sell |
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|
2023
Q4 | $9.97K | Sell |
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|
2023
Q3 | $8.7K | Sell |
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|
2023
Q2 | $11.1K | Sell |
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|
2023
Q1 | $8.56K | Sell |
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|
2022
Q4 | $6.58K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q4 | $1K | Sell |
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|
2021
Q3 | $3K | Buy |
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