Fortis Advisors’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 | $515K | Sell |
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|
2025
Q2 | $570K | Hold |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $686K | Hold |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $160K | Hold |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $168K | Buy |
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|
2022
Q1 | $133K | Buy |
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|
2021
Q4 | $168K | Buy |
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