SeaCrest Wealth Management’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $445K | Buy |
|
|||||
|
2024
Q3 | $208K | Hold |
|
|||||
|
2024
Q2 | $175K | Sell |
|
|||||
|
2024
Q1 | $203K | Sell |
|
|||||
|
2023
Q4 | $257K | Sell |
|
|||||
|
2023
Q3 | $298K | Sell |
|
|||||
|
2023
Q2 | $361K | Buy |
|
|||||
|
2023
Q1 | $262K | Sell |
|
|||||
|
2022
Q4 | $315K | Sell |
|
|||||
|
2022
Q3 | $421K | Sell |
|
|||||
|
2022
Q2 | $510K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $216K | Buy |
|