Foundations Investment Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
26,924
+5,224
| +24% | +$95.1K | 0.01% | 584 |
|
|
2025
Q1 | $252K | Buy |
21,700
+4,225
| +24% | +$49.1K | ﹤0.01% | 764 |
|
|
2024
Q4 | $269K | Buy |
17,475
+51
| +0.3% | +$785 | 0.01% | 685 |
|
|
2024
Q3 | $137K | Buy |
+17,424
| New | +$137K | ﹤0.01% | 788 |
|
|
2024
Q2 | – | Sell |
-35,295
| Closed | -$258K | – | 796 |
|
|
2024
Q1 | $258K | Buy |
35,295
+2,103
| +6% | +$15.4K | 0.01% | 618 |
|
|
2023
Q4 | $257K | Buy |
33,192
+22,555
| +212% | +$174K | 0.01% | 591 |
|
|
2023
Q3 | $85K | Buy |
+10,637
| New | +$85K | ﹤0.01% | 626 |
|