Toth Financial Advisory’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 | $141K | Buy |
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|
2025
Q2 | $6.37K | Hold |
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|
2025
Q1 | $4.07K | Sell |
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|
2024
Q4 | $5.54K | Buy |
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|
2024
Q3 | $2.75K | Hold |
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|
2024
Q2 | $2.31K | Hold |
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|
2024
Q1 | $2.56K | Sell |
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|
2023
Q4 | $4.88K | Hold |
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|
2023
Q3 | $3.92K | Hold |
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|
2023
Q2 | $4.09K | Sell |
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|
2023
Q1 | $5.4K | Buy |
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|
2022
Q4 | $1.61K | Sell |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $17K | Buy |
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