Emergent Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$559K Sell
2025
Q3
$693K Buy
2025
Q2
$477K Buy
2025
Q1
$292K Buy
2024
Q4
$178K Buy