Patriot Financial Group Insurance Agency’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
Q4 | $421K | Sell |
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|
2025
Q3 | $431K | Sell |
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|
2025
Q2 | $306K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $91K | Buy |
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|
2024
Q2 | $71K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $22K | Sell |
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|
2021
Q3 | $31K | Buy |
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|
2021
Q2 | $17K | Buy |
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