USAdvisors Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
16,200
+700
+5% +$12.7K 0.11% 98
2025
Q1
$180K Buy
+15,500
New +$180K 0.06% 133