Sunbelt Securities’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
$150K Buy
2025
Q1
$8.72K Sell
2024
Q4
$152K Buy
2024
Q3
$8.07K Buy
2024
Q2
$4.96K Hold
2024
Q1
$5.47K Hold
2023
Q4
$7.46K Hold
2023
Q3
$5.99K Buy