Kingsview Wealth Management’s SoFi Technologies SOFI Stock Holding History

Kingsview Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218K	Buy
2024 Q2	–	Sell
2024 Q1	$97.1K	Buy
2023 Q4	–	Sell
2023 Q3	$165K	Sell
2023 Q2	$741K	Buy
2023 Q1	$489K	Buy
2022 Q4	–	Sell
2022 Q3	$71K	Buy