Cetera Advisors’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.49M Buy
2023
Q4
$1.16M Sell
2023
Q3
$963K Buy
2023
Q2
$1M Sell
2023
Q1
$1.45M Buy
2022
Q4
$660K Buy
2022
Q3
$675K Buy
2022
Q2
$684K Buy
2022
Q1
$807K Buy
2021
Q4
$1.2M Buy
2021
Q3
$785K Buy