Focused Wealth Management’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
Q3 | – | Sell |
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|
2025
Q2 | $271K | Buy |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $9.38K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $11.5K | Buy |
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|
2023
Q3 | $3.84K | Buy |
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|
2023
Q2 | $3.34K | Sell |
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|
2023
Q1 | $4.86K | Hold |
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|
2022
Q4 | $3.69K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | $12K | Buy |
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|
2021
Q1 | $4K | Buy |
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