Oak Harbor Wealth Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $264K | Hold |
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|
2025
Q2 | $182K | Hold |
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|
2025
Q1 | $116K | Sell |
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|
2024
Q4 | $169K | Hold |
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|
2024
Q3 | $86.5K | Buy |
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|
2024
Q2 | $66.1K | Sell |
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|
2024
Q1 | $146K | Hold |
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|
2023
Q4 | $199K | Hold |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $167K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $125K | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $345K | Buy |
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