Manchester Financial’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
Q3
$618K Sell
2025
Q2
$444K Hold
2025
Q1
$284K Buy
2024
Q4
$360K Hold
2024
Q3
$184K Sell
2024
Q2
$155K Sell
2024
Q1
$173K Buy
2023
Q4
$233K Hold
2023
Q3
$187K Hold
2023
Q2
$196K Hold
2023
Q1
$142K Buy
2022
Q4
$108K Buy
2021
Q2
Sell
2021
Q1
$1K Buy