Colonial Trust’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08K Buy
224
+34
+18% +$619 ﹤0.01% 868
2025
Q1
$2.21K Sell
190
-188
-50% -$2.19K ﹤0.01% 964
2024
Q4
$5.82K Buy
+378
New +$5.82K ﹤0.01% 1041