U.S. Capital Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$296K	Sell
2025 Q2	$229K	Sell
2025 Q1	$185K	Buy
2024 Q4	$192K	Buy
2024 Q3	–	Sell
2024 Q2	$105K	Buy
2023 Q1	–	Sell
2022 Q4	$37.9K	Buy
2022 Q1	–	Sell
2021 Q4	$222K	Buy