SAG
SageView Advisory Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
13,376
+1,890
| +16% | +$39.7K | 0.01% | 513 |
|
|
2025
Q1 | $134K | Sell |
11,486
-1,401
| -11% | -$16.3K | 0.01% | 586 |
|
|
2024
Q4 | $198K | Buy |
+12,887
| New | +$198K | 0.01% | 577 |
|
|
2024
Q3 | – | Sell |
-11,892
| Closed | -$78.6K | – | 570 |
|
|
2024
Q2 | $78.6K | Buy |
11,892
+9,795
| +467% | +$64.7K | ﹤0.01% | 554 |
|
|
2024
Q1 | $264K | Buy |
+2,097
| New | +$264K | 0.01% | 444 |
|