Geneos 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 | $141K | Sell |
|
|||||
|
2025
Q2 | $166K | Sell |
|
|||||
|
2025
Q1 | $276K | Buy |
|
|||||
|
2024
Q4 | $178K | Sell |
|
|||||
|
2024
Q3 | $138K | Buy |
|
|||||
|
2024
Q2 | $66.3K | Sell |
|
|||||
|
2024
Q1 | $78.4K | Buy |
|
|||||
|
2023
Q4 | $101K | Buy |
|
|||||
|
2023
Q3 | $57.7K | Buy |
|
|||||
|
2023
Q2 | $32.7K | Buy |
|
|||||
|
2023
Q1 | $16.1K | Hold |
|
|||||
|
2022
Q4 | $12.2K | Hold |
|
|||||
|
2022
Q3 | $12K | Sell |
|
|||||
|
2022
Q2 | $20K | Buy |
|
|||||
|
2022
Q1 | $21K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $4K | Hold |
|
|||||
|
2020
Q4 | $4K | Buy |
|