Northwest Wealth Management’s SoFi Technologies SOFI Stock Holding History

Northwest Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$418K	Buy
2025 Q2	$287K	Sell
2025 Q1	$185K	Buy
2024 Q4	$240K	Buy
2024 Q3	$120K	Buy
2024 Q2	$99.2K	Hold
2024 Q1	$110K	Buy
2023 Q4	$99.5K	Hold
2023 Q3	$79.9K	Buy