OneDigital Investment Advisors’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
Q2 | $590K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $193K | Buy |
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|
2024
Q2 | $125K | Buy |
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|
2024
Q1 | $127K | Sell |
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|
2023
Q4 | $183K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $208K | Buy |
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