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Parr McKnight Wealth Management Group’s SoFi Technologies SOFI Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,700
Closed -$124K – 235
2025
Q1 		$124K Buy
10,700
+200
+2% +$2.33K 0.02% 226
2024
Q4 		$162K Buy
+10,500
New +$162K 0.02% 227