Mark Sheptoff Financial Planning’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 | $3.64K | Sell |
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|
2025
Q1 | $5.82K | Buy |
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|
2024
Q4 | $3.08K | Hold |
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|
2024
Q3 | $1.57K | Hold |
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|
2024
Q2 | $1.32K | Hold |
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|
2024
Q1 | $1.46K | Hold |
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|
2023
Q4 | $1.99K | Hold |
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|
2023
Q3 | $1.6K | Hold |
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|
2023
Q2 | $1.67K | Hold |
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|
2023
Q1 | $1.21K | Hold |
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|
2022
Q4 | $922 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $3K | Buy |
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