Prosperity Wealth Management’s SoFi Technologies SOFI Stock Holding History

Prosperity Wealth Management’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 Q2	$306K	Buy
2025 Q1	$131K	Sell
2024 Q4	$324K	Sell
2024 Q3	$187K	Buy
2024 Q1	–	Sell
2023 Q4	$309K	Buy
2023 Q3	–	Sell
2023 Q2	$171K	Buy
2023 Q1	–	Sell
2022 Q4	$80.9K	Buy