Independent Financial Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.49M | Sell |
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|
2025
Q4 | $4.37M | Buy |
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|
2025
Q3 | $4.39M | Sell |
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|
2025
Q2 | $3.65M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $148K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $932K | Buy |
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|
2021
Q4 | $606K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $202K | Buy |
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