Kestra Private Wealth 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 | $1.25M | Buy |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $186K | Sell |
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|
2024
Q2 | $172K | Sell |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $176K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $561K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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