HighPoint Advisor Group’s SoFi Technologies SOFI Stock Holding History

HighPoint 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	$1.35M	Sell
2025 Q1	$984K	Sell
2024 Q4	$1.11M	Buy
2024 Q3	$780K	Sell
2024 Q2	$653K	Sell
2024 Q1	$836K	Buy
2023 Q4	$868K	Buy
2022 Q2	$369K	Buy