Rialto Wealth Management’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
$13K Buy
713
+676
+1,827% +$12.3K ﹤0.01% 392
2025
Q1
$431 Sell
37
-377
-91% -$4.39K ﹤0.01% 960
2024
Q4
$6.38K Buy
+414
New +$6.38K ﹤0.01% 443