Castleview Partners’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
Q1
Sell
2024
Q4
$11.3K Buy
2024
Q1
Sell
2023
Q4
$1.99K Hold
2023
Q3
$1.6K Hold
2023
Q2
$1.67K Hold
2023
Q1
$1.21K Hold
2022
Q4
$922 Hold
2022
Q3
$1K Sell
2022
Q2
$86.2K Buy
2022
Q1
$1K Sell
2021
Q4
$200 Buy