Global Retirement Partners’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 | $1.89M | Sell |
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|
2025
Q2 | $1.89M | Buy |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $53.1K | Buy |
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|
2023
Q3 | $51.2K | Buy |
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|
2023
Q2 | $57.1K | Buy |
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|
2023
Q1 | $26.4K | Buy |
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|
2022
Q4 | $5.82K | Sell |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $5K | Buy |
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