Cassaday & Co 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 | $248K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $167K | Sell |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $78.6K | Sell |
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|
2024
Q2 | $69.1K | Buy |
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|
2024
Q1 | $73K | Hold |
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|
2023
Q4 | $99.5K | Hold |
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|
2023
Q3 | $79.9K | Hold |
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|
2023
Q2 | $83.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $61K | Buy |
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