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Intellus Advisors’s SoFi Technologies SOFI Stock Holding History

Intellus Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.57M Buy
140,923
+15,490
+12% +$282K 0.38% 30
2025
Q1 		$1.46M Sell
125,433
-789
-0.6% -$9.18K 0.25% 37
2024
Q4 		$1.94M Buy
+126,222
New +$1.94M 0.34% 36