Dynamic Advisor Solutions’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
17,545
+2,586
| +17% | +$47.1K | 0.01% | 726 |
|
|
2025
Q1 | $174K | Buy |
+14,959
| New | +$174K | 0.01% | 815 |
|
|
2024
Q4 | – | Sell |
-32,875
| Closed | -$258K | – | 806 |
|
|
2024
Q3 | $258K | Sell |
32,875
-896
| -3% | -$7.04K | 0.01% | 809 |
|
|
2024
Q2 | $223K | Buy |
33,771
+2,495
| +8% | +$16.5K | 0.01% | 848 |
|
|
2024
Q1 | $228K | Buy |
31,276
+10,500
| +51% | +$76.7K | 0.01% | 825 |
|
|
2023
Q4 | $171K | Sell |
20,776
-1,766
| -8% | -$14.5K | 0.01% | 848 |
|
|
2023
Q3 | $180K | Buy |
22,542
+4,491
| +25% | +$35.9K | 0.01% | 787 |
|
|
2023
Q2 | $151K | Buy |
+18,051
| New | +$151K | 0.01% | 753 |
|
|
2021
Q4 | – | Sell |
-12,746
| Closed | -$202K | – | 775 |
|
|
2021
Q3 | $202K | Buy |
+12,746
| New | +$202K | 0.02% | 695 |
|