San Luis Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $919K | Buy |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $949K | Hold |
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|
2021
Q4 | $949K | Sell |
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|
2021
Q3 | $954K | Buy |
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