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Waller Financial Planning Group’s SoFi Technologies SOFI Stock Holding History

Waller Financial Planning Group’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,227
Closed -$157K – 74
2024
Q4 		$157K Sell
10,227
-100
-1% -$1.54K 0.04% 68
2024
Q3 		$81.2K Buy
10,327
+52
+0.5% +$409 0.02% 67
2024
Q2 		$67.9K Buy
+10,275
New +$67.9K 0.02% 69