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Smallwood Wealth Investment Management’s SoFi Technologies SOFI Stock Holding History

Smallwood Wealth Investment Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4K Buy
904
+4
+0.4% +$84 0.01% 290
2025
Q4 		$23.6K Hold
900
– – 0.01% 241
2025
Q3 		$23.8K Sell
900
-45
-5% -$1.07K 0.01% 245
2025
Q2 		$17.2K Buy
945
+20
+2% +$264 0.01% 266
2025
Q1 		$10.8K Buy
+925
New +$13.3K 0.01% 302

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