EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6K | Sell |
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|
2025
Q1 | $49.5K | Sell |
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|
2024
Q4 | $138K | Sell |
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|
2024
Q3 | $80K | Sell |
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|
2024
Q2 | $90K | Sell |
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|
2024
Q1 | $90.4K | Buy |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $97.4K | Sell |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $181K | Sell |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $1K | Buy |
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