IHT Wealth Management’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
Q3
$342K Buy
2023
Q3
Sell
2023
Q2
$115K Sell
2023
Q1
$154K Sell
2022
Q4
$120K Buy
2022
Q3
$116K Buy