Harbor Investment Advisory’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
Q1 | – | Sell |
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|
2024
Q4 | $343K | Hold |
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|
2024
Q3 | $175K | Hold |
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|
2024
Q2 | $147K | Hold |
|
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|
2024
Q1 | $163K | Hold |
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|
2023
Q4 | $222K | Hold |
|
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|
2023
Q3 | $178K | Sell |
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|
2023
Q2 | $197K | Hold |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $109K | Hold |
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|
2022
Q3 | $115K | Hold |
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|
2022
Q2 | $124K | Buy |
|