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IAG Wealth Partners’s SoFi Technologies SOFI Stock Holding History

IAG Wealth Partners’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$44.8K Sell
2,461
-64
-3% -$1.17K 0.01% 205
2025
Q1 		$29.4K Buy
2,525
+50
+2% +$582 ﹤0.01% 240
2024
Q4 		$38.1K Buy
+2,475
New +$38.1K 0.01% 212