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Elevation Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Elevation Wealth Partners’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,000
Closed -$24K – 503
2023
Q4 		$24K Hold
3,000
– – 0.01% 268
2023
Q3 		$24K Hold
3,000
– – 0.02% 200
2023
Q2 		$25K Hold
3,000
– – 0.02% 200
2023
Q1 		$18.2K Buy
+3,000
New +$18.2K 0.02% 227