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Wagner Wealth Management (South Carolina)’s SoFi Technologies SOFI Stock Holding History

Wagner Wealth Management (South Carolina)’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
2024
Q2 		– Sell
-10,000
Closed -$73K – 272
2024
Q1 		$73K Buy
+10,000
New +$79.4K 0.02% 152
2022
Q4 		– Sell
-2,612
Closed -$13K – 655
2022
Q3 		$13K Hold
2,612
– – 0.01% 395
2022
Q2 		$14K Buy
+2,612
New +$17.7K 0.01% 393
2022
Q1 		– Sell
-2,273
Closed -$36K – 592
2021
Q4 		$36K Hold
2,273
– – 0.03% 303
2021
Q3 		$46K Buy
2,273
+273
+14% +$4.28K 0.04% 251
2021
Q2 		$38K Hold
2,000
– – 0.03% 292
2021
Q1 		$34K Buy
+2,000
New +$39.5K 0.03% 282

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