TD Private Client Wealth’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
$42.2K Sell
2025
Q2
$46.7K Buy
2025
Q1
$11.7K Sell
2024
Q4
$30.1K Buy
2024
Q3
$14.2K Buy