LWA
Lowe Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$834 | – | 352 |
|
|
2023
Q2 | $834 | Hold |
100
| – | – | ﹤0.01% | 319 |
|
|
2023
Q1 | $607 | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $461 | Hold |
100
| – | – | ﹤0.01% | 336 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 352 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2021
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 275 |
|