Investment Research & Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $132K | Buy |
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|
2025
Q2 | $7.94K | Hold |
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|
2025
Q1 | $5.07K | Buy |
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|
2024
Q4 | $5.65K | Buy |
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|
2024
Q3 | $2.67K | Hold |
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|
2024
Q2 | $2.25K | Hold |
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|
2024
Q1 | $2.48K | Sell |
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|
2023
Q4 | $7.36K | Buy |
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|
2023
Q3 | $3.83K | Hold |
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|
2023
Q2 | $4K | Buy |
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|
2023
Q1 | $2.72K | Hold |
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|
2022
Q4 | $2.06K | Buy |
|