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Trivium Point Advisory’s SoFi Technologies SOFI Stock Holding History

Trivium Point Advisory’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$268K Buy
14,703
+3,050
+26% +$55.5K 0.03% 299
2025
Q1 		$136K Buy
11,653
+1,255
+12% +$14.6K 0.02% 331
2024
Q4 		$160K Buy
+10,398
New +$160K 0.02% 334