International Assets Investment Management’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
Q4
$290K Buy
2024
Q4
Sell
2024
Q3
$44.1K Buy
2024
Q2
$182K Buy
2024
Q1
$174K Sell
2023
Q4
$255K Buy
2023
Q3
$169K Sell
2023
Q2
$380K Sell
2023
Q1
$665K Sell
2022
Q4
$576K Buy
2022
Q3
$277K Sell
2022
Q2
$318 Buy
2022
Q1
$457K Buy
2021
Q4
$312K Buy
2021
Q2
Sell
2021
Q1
$64K Buy