LWMI
SOFI icon

Legacy Wealth Management (Idaho)’s SoFi Technologies SOFI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$60.5K Buy
3,324
+80
+2% +$1.46K 0.03% 140
2025
Q1 		$37.7K Hold
3,244
– – 0.03% 166
2024
Q4 		$48.4K Buy
3,244
+1,744
+116% +$26K 0.03% 123
2024
Q3 		$20.3K Buy
+1,500
New +$20.3K 0.01% 218