HAG
HighPoint Advisor Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
74,144
-22
| -0% | -$401 | 0.07% | 209 |
|
|
2025
Q1 | $984K | Sell |
74,166
-795
| -1% | -$10.6K | 0.06% | 238 |
|
|
2024
Q4 | $1.11M | Buy |
74,961
+4,268
| +6% | +$63.3K | 0.06% | 229 |
|
|
2024
Q3 | $780K | Sell |
70,693
-17,278
| -20% | -$191K | 0.05% | 271 |
|
|
2024
Q2 | $653K | Sell |
87,971
-29,550
| -25% | -$219K | 0.04% | 302 |
|
|
2024
Q1 | $836K | Buy |
117,521
+951
| +0.8% | +$6.77K | 0.06% | 246 |
|
|
2023
Q4 | $868K | Buy |
+116,570
| New | +$868K | 0.06% | 240 |
|
|
2022
Q2 | $369K | Buy |
+62,535
| New | +$369K | 0.04% | 348 |
|