Benjamin Edwards Inc’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
+13,941
| New | +$254K | ﹤0.01% | 1045 |
|
|
2025
Q1 | – | Sell |
-56,710
| Closed | -$873K | – | 1154 |
|
|
2024
Q4 | $873K | Sell |
56,710
-17,790
| -24% | -$274K | 0.01% | 652 |
|
|
2024
Q3 | $585K | Buy |
74,500
+73,798
| +10,513% | +$580K | 0.01% | 751 |
|
|
2024
Q2 | $5K | Sell |
702
-436
| -38% | -$3.11K | ﹤0.01% | 646 |
|
|
2024
Q1 | $8K | Buy |
+1,138
| New | +$8K | ﹤0.01% | 654 |
|