Evolution Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
18,715
-200
| -1% | -$3.64K | 0.05% | 119 |
|
|
2025
Q1 | $220K | Buy |
18,915
+3,685
| +24% | +$42.9K | 0.04% | 138 |
|
|
2024
Q4 | $235K | Buy |
+15,230
| New | +$235K | 0.04% | 127 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$8K | – | 553 |
|
|
2021
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 433 |
|