Kovack 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 | $1.57M | Buy |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $892K | Buy |
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|
2024
Q1 | $915K | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $803K | Buy |
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $578K | Buy |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $117K | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $329K | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $305K | Buy |
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