PA
Probity Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
21,369
-722
| -3% | -$13.1K | 0.07% | 174 |
|
|
2025
Q1 | $257K | Sell |
22,091
-834
| -4% | -$9.7K | 0.05% | 205 |
|
|
2024
Q4 | $353K | Sell |
22,925
-1,645
| -7% | -$25.3K | 0.07% | 175 |
|
|
2024
Q3 | $193K | Buy |
24,570
+306
| +1% | +$2.41K | 0.04% | 226 |
|
|
2024
Q2 | $160K | Buy |
24,264
+4,527
| +23% | +$29.9K | 0.03% | 206 |
|
|
2024
Q1 | $144K | Buy |
19,737
+5,351
| +37% | +$39.1K | 0.03% | 208 |
|
|
2023
Q4 | $143K | Buy |
+14,386
| New | +$143K | 0.03% | 202 |
|