Provenance Wealth Advisors’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 | $36.4K | Hold |
2,000
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $23.3K | Hold |
2,000
| – | – | ﹤0.01% | 265 |
|
|
2024
Q4 | $30.8K | Hold |
2,000
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $15.7K | Hold |
2,000
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $13.2K | Hold |
2,000
| – | – | ﹤0.01% | 280 |
|
|
2024
Q1 | $14.6K | Buy |
+2,000
| New | +$14.6K | ﹤0.01% | 295 |
|