Larson Financial Group’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 | $36.8K | Sell |
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|
2025
Q1 | $31.6K | Buy |
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|
2024
Q4 | $18.4K | Sell |
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|
2024
Q3 | $9.42K | Buy |
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|
2024
Q2 | $7.73K | Buy |
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|
2024
Q1 | $7.8K | Hold |
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|
2023
Q4 | $10.6K | Buy |
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|
2023
Q3 | $8.45K | Hold |
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|
2023
Q2 | $8.82K | Hold |
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|
2023
Q1 | $6.42K | Buy |
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|
2022
Q4 | $3.34K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $12K | Buy |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $9K | Buy |
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