Focus Partners Wealth’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
$5.76M Buy
2025
Q1
$3.66M Buy
2024
Q4
$4.64M Buy
2024
Q3
$34.9M Buy
2024
Q2
$759K Sell
2024
Q1
$879K Buy
2023
Q4
$1.2M Buy