Level Four Advisory Services’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
$602K Sell
2025
Q1
$394K Sell
2024
Q4
$604K Buy
2024
Q3
$342K Sell
2024
Q2
$208K Buy
2024
Q1
$279K Hold
2023
Q4
$279K Buy
2023
Q3
$160K Buy
2023
Q2
$91.4K Buy