Prospera Financial Services’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
Q2 | $1.64M | Buy |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $780K | Buy |
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|
2023
Q4 | $946K | Buy |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $616K | Buy |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $359K | Buy |
|