Smartleaf Asset Management’s SoFi Technologies SOFI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31.3K Sell
1,819
-467
-20% -$8.02K ﹤0.01% 1366
2025
Q1
$27.1K Buy
2,286
+640
+39% +$7.58K ﹤0.01% 1455
2024
Q4
$25.7K Buy
1,646
+590
+56% +$9.22K ﹤0.01% 1509
2024
Q3
$8.4K Buy
1,056
+557
+112% +$4.43K ﹤0.01% 1865
2024
Q2
$3.26K Buy
499
+347
+228% +$2.27K ﹤0.01% 2009
2024
Q1
$1.12K Buy
+152
New +$1.12K ﹤0.01% 1595