CFG
Cooper Financial Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
14,155
-2,620
| -16% | -$47.7K | 0.03% | 326 |
|
|
2025
Q1 | $195K | Buy |
16,775
+369
| +2% | +$4.29K | 0.03% | 369 |
|
|
2024
Q4 | $253K | Buy |
16,406
+1,443
| +10% | +$22.2K | 0.03% | 336 |
|
|
2024
Q3 | $118K | Buy |
+14,963
| New | +$118K | 0.02% | 377 |
|