Diversify Advisory Services’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
$22.3M Sell
2025
Q1
$13.9M Buy
2024
Q4
$8.92M Sell
2024
Q3
$8.61M Buy
2024
Q2
$4.83M Sell
2024
Q1
$6.91M Buy