CreativeOne Wealth’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 | $441K | Buy |
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|
2025
Q1 | $128K | Sell |
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|
2024
Q4 | $188K | Buy |
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|
2024
Q3 | $94.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $180K | Sell |
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|
2023
Q1 | $137K | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $573K | Buy |
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|
2021
Q2 | $222K | Buy |
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