Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.5K | Hold |
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|
2025
Q2 | $29.3K | Sell |
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|
2025
Q1 | $20K | Hold |
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|
2024
Q4 | $26.5K | Hold |
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|
2024
Q3 | $13.5K | Hold |
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|
2024
Q2 | $11.4K | Sell |
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|
2024
Q1 | $14.4K | Hold |
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|
2023
Q4 | $19.6K | Buy |
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|
2023
Q3 | $11.7K | Buy |
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|
2023
Q2 | $10K | Buy |
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|
2023
Q1 | $4.25K | Sell |
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|
2022
Q4 | $3.39K | Hold |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $11K | Buy |
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