Great Valley Advisor Group’s SoFi Technologies SOFI Stock Holding History

Great Valley Advisor Group’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	$188K	Sell
2025 Q1	$179K	Sell
2024 Q4	$360K	Sell
2024 Q3	$592K	Buy
2024 Q2	$401K	Buy
2024 Q1	$437K	Buy
2023 Q4	$580K	Buy
2022 Q1	–	Sell
2021 Q4	$311K	Buy
2021 Q3	$292K	Buy