Tradition Wealth 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
Q2 | $1.48M | Buy |
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|
2025
Q1 | $849K | Buy |
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|
2024
Q4 | $971K | Buy |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $139K | Buy |
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|
2023
Q1 | $94K | Buy |
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|
2022
Q4 | $33K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $37K | Buy |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $3K | Buy |
|