Moneta Group Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Moneta Group Investment Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$167K	Buy
2024 Q4	–	Sell
2024 Q3	$97.1K	Buy
2024 Q2	–	Sell
2024 Q1	$77.8K	Sell
2023 Q4	$112K	Buy
2023 Q3	$89.6K	Sell
2023 Q2	$94.3K	Buy
2023 Q1	$63.1K	Buy
2022 Q4	$56.5K	Buy