Mayfair Advisory Group’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
15,285
-400
-3% -$8.84K 0.16% 118
2025
Q1
$182K Buy
15,685
+3,050
+24% +$35.5K 0.11% 157
2024
Q4
$195K Buy
12,635
+450
+4% +$6.93K 0.11% 157
2024
Q3
$102K Buy
+12,185
New +$102K 0.06% 154