Stratos Wealth Partners’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
$1.69M Buy
2025
Q1
$1.01M Buy
2024
Q4
$1.34M Sell
2024
Q3
$695K Sell
2024
Q2
$637K Sell
2024
Q1
$792K Sell
2023
Q4
$1.11M Buy
2023
Q3
$594K Buy
2023
Q2
$346K Buy
2023
Q1
$233K Buy
2022
Q4
$124K Sell
2022
Q3
$187K Sell
2022
Q2
$270K Buy
2022
Q1
$446K Buy
2021
Q4
$468K Buy