Elevation Wealth Partners’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
Q4
$4.48K Buy
2024
Q1
Sell
2023
Q4
$24K Hold
2023
Q3
$24K Hold
2023
Q2
$25K Hold
2023
Q1
$18.2K Buy