Soltis Investment 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
Q2 | $518K | Buy |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $914K | Sell |
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|
2024
Q2 | $772K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $170K | Hold |
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|
2022
Q3 | $179K | Buy |
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|
2022
Q2 | $154K | Buy |
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