FPAS
Focus Partners Advisor Solutions’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
18,676
-5,549
| -23% | -$101K | ﹤0.01% | 805 |
|
|
2025
Q1 | $282K | Buy |
24,225
+3,667
| +18% | +$42.7K | ﹤0.01% | 782 |
|
|
2024
Q4 | $317K | Buy |
20,558
+2,912
| +17% | +$44.8K | 0.01% | 591 |
|
|
2024
Q3 | $139K | Buy |
17,646
+966
| +6% | +$7.59K | ﹤0.01% | 729 |
|
|
2024
Q2 | $110K | Sell |
16,680
-976
| -6% | -$6.45K | ﹤0.01% | 623 |
|
|
2024
Q1 | $129K | Buy |
+17,656
| New | +$129K | ﹤0.01% | 593 |
|