NWAM LLC’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
Q3 | $1.53M | Sell |
|
|||||
|
2025
Q2 | $1.38M | Buy |
|
|||||
|
2025
Q1 | $682K | Buy |
|
|||||
|
2024
Q4 | $687K | Buy |
|
|||||
|
2024
Q3 | $315K | Buy |
|
|||||
|
2024
Q2 | $217K | Sell |
|
|||||
|
2024
Q1 | $405K | Buy |
|
|||||
|
2023
Q4 | $390K | Buy |
|
|||||
|
2023
Q3 | $242K | Buy |
|
|||||
|
2023
Q2 | $176K | Buy |
|
|||||
|
2023
Q1 | $79.6K | Buy |
|