EP Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

EP Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$2.24M	Sell
2024 Q4	$4.41M	Sell
2024 Q3	$2.95M	Sell
2024 Q2	$2.53M	Buy
2024 Q1	$2.75M	Sell
2023 Q4	$3.75M	Buy
2023 Q3	$3M	Buy
2023 Q2	$3.13M	Buy
2022 Q4	–	Sell
2022 Q3	$67K	Buy