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RFG Advisory’s SoFi Technologies SOFI Stock Holding History

RFG Advisory’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.5M Buy
192,001
+20,603
+12% +$375K 0.08% 192
2025
Q1 		$1.99M Buy
171,398
+129,467
+309% +$1.51M 0.05% 276
2024
Q4 		$646K Buy
+41,931
New +$646K 0.02% 455