Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $933K | Buy |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $196K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q4 | $1K | Buy |
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