SOA Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $136K | Hold |
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|
2025
Q2 | $93.5K | Hold |
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|
2025
Q1 | $59.7K | Sell |
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|
2024
Q4 | $86.8K | Buy |
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|
2024
Q3 | $33.3K | Sell |
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|
2024
Q2 | $29.3K | Sell |
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|
2024
Q1 | $32.9K | Buy |
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|
2023
Q4 | $27.9K | Sell |
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|
2023
Q3 | $22.5K | Sell |
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|
2023
Q2 | $24.2K | Buy |
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|
2023
Q1 | $17.2K | Sell |
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|
2022
Q4 | $13.9K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $23K | Sell |
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|
2021
Q3 | $30K | Sell |
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|
2021
Q2 | $38K | Buy |
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