Pathway Financial Advisers’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
$862K Buy
2025
Q1
$544K Sell
2024
Q4
$747K Sell
2024
Q3
$394K Buy
2024
Q2
$293K Buy
2024
Q1
$316K Buy
2023
Q4
$345K Buy
2023
Q3
$253K Buy
2023
Q1
$135K Buy
2022
Q4
$84.8K Buy