Delos Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-125
| Closed | -$1.93K | – | 166 |
|
|
2024
Q4 | $1.93K | Hold |
125
| – | – | ﹤0.01% | 167 |
|
|
2024
Q3 | $983 | Hold |
125
| – | – | ﹤0.01% | 157 |
|
|
2024
Q2 | $827 | Hold |
125
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $913 | Hold |
125
| – | – | ﹤0.01% | 261 |
|
|
2023
Q4 | $1.24K | Hold |
125
| – | – | ﹤0.01% | 169 |
|
|
2023
Q3 | $1.08K | Hold |
125
| – | – | ﹤0.01% | 216 |
|
|
2023
Q2 | $1.04K | Hold |
125
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $759 | Hold |
125
| – | – | ﹤0.01% | 249 |
|
|
2022
Q4 | $576 | Hold |
125
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $1K | Hold |
125
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $1K | Buy |
+125
| New | +$1K | ﹤0.01% | 223 |
|