Kestra Advisory Services’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 | $3.04M | Buy |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $906K | Buy |
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|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | $654K | Buy |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $351K | Buy |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | $221K | Buy |
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