HHM Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46K | Buy |
+300
| New | +$5.46K | ﹤0.01% | 683 |
|
|
2024
Q4 | – | Sell |
-3,450
| Closed | -$27.1K | – | 1039 |
|
|
2024
Q3 | $27.1K | Hold |
3,450
| – | – | ﹤0.01% | 425 |
|
|
2024
Q2 | $22.8K | Buy |
3,450
+1,000
| +41% | +$6.61K | ﹤0.01% | 433 |
|
|
2024
Q1 | $17.9K | Buy |
2,450
+800
| +48% | +$5.84K | ﹤0.01% | 432 |
|
|
2023
Q4 | $16.4K | Buy |
+1,650
| New | +$16.4K | ﹤0.01% | 435 |
|