SteelPeak Wealth’s SoFi Technologies SOFI Stock Holding History

SteelPeak Wealth’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
2025 Q3	$627K	Sell
2025 Q2	$482K	Buy
2025 Q1	$299K	Sell
2024 Q4	$509K	Buy
2024 Q3	$153K	Buy
2022 Q3	–	Sell
2022 Q2	$54K	Buy