Integrated Wealth Concepts’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 | $1.13M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $127K | Sell |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $87.2K | Sell |
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|
2023
Q2 | $181K | Buy |
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|
2023
Q1 | $90K | Buy |
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|
2022
Q4 | $59K | Sell |
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|
2022
Q3 | $63K | Sell |
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|
2022
Q2 | $71K | Buy |
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