Patriot Financial Group Insurance Agency’s SoFi Technologies SOFI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$431K	Sell
2025 Q2	$306K	Buy
2024 Q4	–	Sell
2024 Q3	$91K	Buy
2024 Q2	$71K	Buy
2022 Q3	–	Sell
2022 Q2	$4K	Buy
2022 Q1	$4K	Sell
2021 Q4	$22K	Sell
2021 Q3	$31K	Buy
2021 Q2	$17K	Buy