SWA
SOFI icon

SFMG Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

SFMG Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,497
Closed -$128K – 308
2022
Q1 		$128K Buy
+13,497
New +$128K 0.01% 279