Steward Partners Investment Advisory’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 | $439K | Sell |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $198K | Sell |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $177K | Buy |
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|
2022
Q4 | $106K | Sell |
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|
2022
Q3 | $124K | Buy |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $191K | Buy |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $245K | Buy |
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