DWM
Diversify Wealth Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
18,805
+159
| +0.9% | +$3.76K | 0.03% | 388 |
|
|
2025
Q1 | $247K | Buy |
18,646
+1
| +0% | +$13 | 0.02% | 465 |
|
|
2024
Q4 | $264K | Sell |
18,645
-19,699
| -51% | -$279K | 0.02% | 450 |
|
|
2024
Q3 | $400K | Hold |
38,344
| – | – | 0.04% | 352 |
|
|
2024
Q2 | $251K | Buy |
+38,344
| New | +$251K | 0.03% | 386 |
|