TFC Financial Management’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 | $13.6K | Buy |
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|
2025
Q2 | $7.61K | Buy |
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|
2025
Q1 | $3.7K | Sell |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $76.8K | Buy |
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|
2024
Q2 | $62.5K | Hold |
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|
2024
Q1 | $69K | Hold |
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|
2023
Q4 | $94.1K | Hold |
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|
2023
Q3 | $75.6K | Buy |
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|
2023
Q2 | $42.2K | Buy |
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|
2023
Q1 | $30.4K | Hold |
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|
2022
Q4 | $23.1K | Buy |
|