Hazlett, Burt & Watson’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Hold |
2,300
| – | – | 0.02% | 401 |
|
|
2025
Q1 | $27K | Buy |
2,300
+2,200
| +2,200% | +$25.8K | 0.01% | 455 |
|
|
2024
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 710 |
|
|
2024
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 692 |
|
|
2024
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 691 |
|
|
2023
Q4 | $1K | Sell |
100
-1,470
| -94% | -$14.7K | ﹤0.01% | 669 |
|
|
2023
Q3 | $13K | Buy |
+1,570
| New | +$13K | 0.01% | 470 |
|