Capital Advisors 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 | $2.88M | Sell |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $989K | Buy |
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|
2023
Q3 | $743K | Buy |
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|
2023
Q2 | $681K | Buy |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | $118K | Buy |
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