Independent Wealth Network’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 | – | Sell |
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|
2025
Q2 | $286K | Sell |
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|
2025
Q1 | $187K | Sell |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $176K | Buy |
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|
2024
Q2 | $137K | Buy |
|
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $195K | Buy |
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|
2023
Q3 | $101K | Sell |
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|
2023
Q2 | $114K | Sell |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $114K | Buy |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $107K | Buy |
|