U.S. Capital Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.05M | Buy |
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|
2025
Q4 | $345K | Buy |
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|
2025
Q3 | $296K | Sell |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $185K | Buy |
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|
2024
Q4 | $192K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $105K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $37.9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $222K | Buy |
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