Dynamic Advisor Solutions’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 | $393K | Sell |
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|
2025
Q2 | $319K | Buy |
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|
2025
Q1 | $174K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $171K | Sell |
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|
2023
Q3 | $180K | Buy |
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|
2023
Q2 | $151K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Buy |
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