N.E.W. Advisory Services’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
$88.4K Sell
4,853
-2,321
-32% -$42.3K 0.01% 255
2025
Q1
$83.4K Buy
+7,174
New +$83.4K 0.01% 299