Drive Wealth Management’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
Q3
Sell
2025
Q2
$738K Buy
2025
Q1
$465K Buy
2024
Q4
$609K Buy
2024
Q3
$309K Buy
2024
Q2
$233K Buy
2024
Q1
$258K Sell
2023
Q4
$357K Sell
2023
Q3
$287K Hold
2023
Q2
$299K Sell
2023
Q1
$218K Buy