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Copia Wealth Management’s SoFi Technologies SOFI Stock Holding History

Copia Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$102K Buy
5,592
+2,176
+64% +$39.6K 0.09% 126
2025
Q1 		$39.7K Buy
3,416
+3,316
+3,316% +$38.6K 0.04% 171
2024
Q4 		$1.54K Buy
+100
New +$1.54K ﹤0.01% 365