SOA Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.5K | Hold |
5,134
| – | – | 0.02% | 285 |
|
|
2025
Q1 | $59.7K | Sell |
5,134
-500
| -9% | -$5.82K | 0.01% | 322 |
|
|
2024
Q4 | $86.8K | Buy |
5,634
+1,400
| +33% | +$21.6K | 0.02% | 265 |
|
|
2024
Q3 | $33.3K | Sell |
4,234
-200
| -5% | -$1.57K | 0.01% | 376 |
|
|
2024
Q2 | $29.3K | Sell |
4,434
-79
| -2% | -$522 | 0.01% | 381 |
|
|
2024
Q1 | $32.9K | Buy |
4,513
+1,713
| +61% | +$12.5K | 0.01% | 361 |
|
|
2023
Q4 | $27.9K | Sell |
2,800
-20
| -0.7% | -$199 | 0.01% | 373 |
|
|
2023
Q3 | $22.5K | Sell |
2,820
-80
| -3% | -$639 | 0.01% | 398 |
|
|
2023
Q2 | $24.2K | Buy |
2,900
+60
| +2% | +$500 | 0.01% | 404 |
|
|
2023
Q1 | $17.2K | Sell |
2,840
-180
| -6% | -$1.09K | ﹤0.01% | 449 |
|
|
2022
Q4 | $13.9K | Buy |
3,020
+90
| +3% | +$415 | ﹤0.01% | 469 |
|
|
2022
Q3 | $14K | Buy |
2,930
+410
| +16% | +$1.96K | ﹤0.01% | 456 |
|
|
2022
Q2 | $13K | Sell |
2,520
-680
| -21% | -$3.51K | ﹤0.01% | 458 |
|
|
2022
Q1 | $30K | Buy |
3,200
+1,700
| +113% | +$15.9K | 0.01% | 392 |
|
|
2021
Q4 | $23K | Sell |
1,500
-450
| -23% | -$6.9K | 0.01% | 429 |
|
|
2021
Q3 | $30K | Sell |
1,950
-50
| -3% | -$769 | 0.01% | 385 |
|
|
2021
Q2 | $38K | Buy |
+2,000
| New | +$38K | 0.01% | 350 |
|