Independent Advisor Alliance’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
Q2 | $528K | Buy |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $139K | Buy |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $99.4K | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | $140K | Buy |
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $87 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $106K | Buy |
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