Frazier Financial Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492 | Hold |
27
| – | – | ﹤0.01% | 566 |
|
|
2025
Q1 | $315 | Sell |
27
-30
| -53% | -$350 | ﹤0.01% | 551 |
|
|
2024
Q4 | $891 | Buy |
57
+30
| +111% | +$469 | ﹤0.01% | 547 |
|
|
2024
Q3 | $213 | Hold |
27
| – | – | ﹤0.01% | 791 |
|
|
2024
Q2 | $179 | Hold |
27
| – | – | ﹤0.01% | 923 |
|
|
2024
Q1 | $198 | Buy |
+27
| New | +$198 | ﹤0.01% | 867 |
|