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Sequoia Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Sequoia Financial Advisors’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 		$204K Sell
11,177
-4,367
-28% -$79.5K ﹤0.01% 1466
2025
Q1 		$181K Buy
+15,544
New +$181K ﹤0.01% 1274