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True Wealth Design’s SoFi Technologies SOFI Stock Holding History

True Wealth Design’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.1K Buy
1,269
+657
+107% +$12K 0.01% 352
2025
Q1 		$7.12K Buy
612
+26
+4% +$302 ﹤0.01% 571
2024
Q4 		$9.03K Hold
586
– – ﹤0.01% 435
2024
Q3 		$4.61K Buy
+586
New +$4.61K ﹤0.01% 570