LA
LM Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
134,600
-5,027
| -4% | -$91.5K | 0.32% | 47 |
|
|
2025
Q1 | $1.62M | Buy |
139,627
+11,822
| +9% | +$138K | 0.29% | 62 |
|
|
2024
Q4 | $1.97M | Sell |
127,805
-4,700
| -4% | -$72.4K | 0.35% | 54 |
|
|
2024
Q3 | $1.04M | Sell |
132,505
-100
| -0.1% | -$786 | 0.21% | 75 |
|
|
2024
Q2 | $877K | Sell |
132,605
-11,249
| -8% | -$74.4K | ﹤0.01% | 101 |
|
|
2024
Q1 | $1.05M | Sell |
143,854
-24,000
| -14% | -$175K | 0.17% | 93 |
|
|
2023
Q4 | $1.67M | Buy |
+167,854
| New | +$1.67M | 0.34% | 61 |
|