Howe & Rusling’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$218K Buy
2022
Q4
Sell
2022
Q3
$2K Hold
2022
Q2
$2K Buy
2022
Q1
$1K Buy