Private Wealth Management Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44K | Hold |
79
| – | – | ﹤0.01% | 1183 |
|
|
2025
Q1 | $919 | Hold |
79
| – | – | ﹤0.01% | 1288 |
|
|
2024
Q4 | $1.22K | Hold |
79
| – | – | ﹤0.01% | 1243 |
|
|
2024
Q3 | $621 | Hold |
79
| – | – | ﹤0.01% | 1390 |
|
|
2024
Q2 | $523 | Sell |
79
-369
| -82% | -$2.44K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $3.27K | Buy |
448
+24
| +6% | +$175 | ﹤0.01% | 780 |
|
|
2023
Q4 | $4.22K | Buy |
+424
| New | +$4.22K | ﹤0.01% | 691 |
|