Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $137K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $37.4K | Sell |
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|
2022
Q4 | $59.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $149K | Sell |
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|
2021
Q3 | $254K | Buy |
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