PFG Investments’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
Q3 | $944K | Buy |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $183K | Sell |
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|
2023
Q1 | $154K | Buy |
|