Pathstone Family Office’s SoFi Technologies SOFI Stock Holding History

Pathstone Family Office’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$975K	Buy
2023 Q2	$925K	Buy
2023 Q1	$656K	Sell
2022 Q4	$1.87M	Buy
2022 Q3	$1.93M	Buy
2022 Q2	$1.02M	Buy
2022 Q1	$966K	Sell
2021 Q4	$2.92M	Sell
2021 Q3	$2.93M	Buy