HGA
Hobbs Group Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,339
| Closed | -$178K | – | 164 |
|
|
2025
Q1 | $178K | Sell |
15,339
-33,661
| -69% | -$391K | 0.07% | 144 |
|
|
2024
Q4 | $755K | Hold |
49,000
| – | – | 0.28% | 71 |
|
|
2024
Q3 | $385K | Sell |
49,000
-12,000
| -20% | -$94.3K | 0.14% | 100 |
|
|
2024
Q2 | $403K | Buy |
+61,000
| New | +$403K | 0.15% | 95 |
|