J.W. Cole Advisors’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 | $424K | Sell |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $185K | Buy |
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|
2024
Q3 | $91.7K | Sell |
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|
2024
Q2 | $92.2K | Buy |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $127K | Hold |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $92K | Buy |
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|
2022
Q4 | $65.8K | Sell |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $129K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $172K | Buy |
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