Visionary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $126K | Sell |
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|
2024
Q4 | $168K | Sell |
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|
2024
Q3 | $112K | Buy |
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|
2024
Q2 | $94.2K | Buy |
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|
2024
Q1 | $102K | Sell |
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|
2023
Q4 | $154K | Sell |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $151K | Buy |
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|
2023
Q1 | $108K | Hold |
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|
2022
Q4 | $82K | Sell |
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|
2022
Q3 | $98K | Buy |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $180K | Buy |
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