Crewe 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 | $4.33K | Buy |
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|
2025
Q1 | $2.54K | Sell |
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|
2024
Q4 | $3.68K | Sell |
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|
2024
Q3 | $111K | Buy |
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|
2024
Q2 | $92.8K | Buy |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $111K | Sell |
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|
2023
Q2 | $132K | Buy |
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|
2023
Q1 | $96.1K | Hold |
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|
2022
Q4 | $73K | Sell |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $86K | Buy |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $9K | Buy |
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