Global Financial Private Client’s SoFi Technologies SOFI Stock Holding History

Global Financial Private Client’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy
2025 Q1	$161K	Sell
2024 Q4	$214K	Sell
2024 Q3	$109K	Hold
2024 Q2	$92.1K	Buy
2024 Q1	$93.3K	Buy
2023 Q4	$119K	Buy
2023 Q3	$59.5K	Buy
2023 Q2	$38.1K	Buy