Stratos 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 | $409K | Sell |
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|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $190K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $150K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $198K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $317K | Buy |
|