True Wealth Design’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
$34.4K Buy
2025
Q2
$23.1K Buy
2025
Q1
$7.12K Buy
2024
Q4
$9.03K Hold
2024
Q3
$4.61K Buy