Park Avenue Securities’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
$346K Buy
18,992
+4,870
+34% +$88.7K ﹤0.01% 1226
2025
Q1
$164K Buy
14,122
+126
+0.9% +$1.46K ﹤0.01% 1138
2024
Q4
$216K Sell
13,996
-786
-5% -$12.1K ﹤0.01% 1410
2024
Q3
$116K Buy
14,782
+4,592
+45% +$36K ﹤0.01% 1360
2024
Q2
$67K Buy
+10,190
New +$67K ﹤0.01% 1346