EverSource Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6K | Sell |
3,436
-816
| -19% | -$14.9K | ﹤0.01% | 1474 |
|
|
2025
Q1 | $49.5K | Sell |
4,252
-4,739
| -53% | -$55.1K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $138K | Sell |
8,991
-1,193
| -12% | -$18.4K | 0.01% | 804 |
|
|
2024
Q3 | $80K | Sell |
10,184
-1,754
| -15% | -$13.8K | 0.01% | 874 |
|
|
2024
Q2 | $90K | Sell |
11,938
-1,397
| -10% | -$10.5K | 0.01% | 837 |
|
|
2024
Q1 | $90.4K | Buy |
13,335
+1,168
| +10% | +$7.92K | 0.01% | 742 |
|
|
2023
Q4 | $121K | Sell |
12,167
-25
| -0.2% | -$249 | 0.01% | 577 |
|
|
2023
Q3 | $97.4K | Sell |
12,192
-1,075
| -8% | -$8.59K | 0.01% | 573 |
|
|
2023
Q2 | $111K | Sell |
13,267
-16,589
| -56% | -$138K | 0.01% | 547 |
|
|
2023
Q1 | $181K | Sell |
29,856
-8,200
| -22% | -$49.8K | 0.02% | 386 |
|
|
2022
Q4 | $175K | Buy |
38,056
+37,462
| +6,307% | +$173K | 0.03% | 370 |
|
|
2022
Q3 | $3K | Buy |
594
+435
| +274% | +$2.2K | ﹤0.01% | 1579 |
|
|
2022
Q2 | $1K | Buy |
+159
| New | +$1K | ﹤0.01% | 1669 |
|