JWA
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JFS Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

JFS Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.67K Sell
476
-220
-32% -$4.01K ﹤0.01% 909
2025
Q1 		$8.1K Buy
696
+286
+70% +$3.33K ﹤0.01% 949
2024
Q4 		$6.31K Buy
410
+26
+7% +$400 ﹤0.01% 1029
2024
Q3 		$3.02K Buy
+384
New +$3.02K ﹤0.01% 1313