Lauer Wealth’s SoFi Technologies SOFI Stock Holding History

Lauer Wealth’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$333K	Sell
2024 Q4	$710K	Sell
2024 Q3	$745K	Buy
2024 Q2	$416K	Buy
2024 Q1	$338K	Buy
2023 Q4	$250K	Buy
2023 Q3	$252K	Buy
2023 Q2	–	Sell
2023 Q1	$83.3K	Buy