PFA
Pathway Financial Advisers’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
47,319
+537
| +1% | +$9.78K | 0.28% | 101 |
|
|
2025
Q1 | $544K | Sell |
46,782
-1,715
| -4% | -$19.9K | 0.19% | 119 |
|
|
2024
Q4 | $747K | Sell |
48,497
-1,632
| -3% | -$25.1K | 0.25% | 106 |
|
|
2024
Q3 | $394K | Buy |
50,129
+5,777
| +13% | +$45.4K | 0.18% | 97 |
|
|
2024
Q2 | $293K | Buy |
44,352
+1,096
| +3% | +$7.24K | 0.11% | 141 |
|
|
2024
Q1 | $316K | Buy |
43,256
+8,600
| +25% | +$62.8K | 0.11% | 139 |
|
|
2023
Q4 | $345K | Buy |
34,656
+3,043
| +10% | +$30.3K | 0.13% | 137 |
|
|
2023
Q3 | $253K | Buy |
+31,613
| New | +$253K | 0.1% | 148 |
|
|
2023
Q1 | $135K | Buy |
22,279
+3,887
| +21% | +$23.6K | 0.05% | 176 |
|
|
2022
Q4 | $84.8K | Buy |
+18,392
| New | +$84.8K | 0.03% | 206 |
|