Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.6K | Buy |
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|
2025
Q1 | $33.2K | Buy |
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|
2024
Q4 | $43.9K | Sell |
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|
2024
Q3 | $40K | Hold |
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|
2024
Q2 | $33.6K | Buy |
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|
2024
Q1 | $34.4K | Buy |
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|
2023
Q4 | $42.2K | Sell |
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|
2023
Q3 | $67.8K | Buy |
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|
2023
Q2 | $35.4K | Hold |
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|
2023
Q1 | $25.7K | Sell |
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|
2022
Q4 | $20.5K | Buy |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $36K | Buy |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q4 | $1K | Buy |
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