Wealth Enhancement Advisory Services’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 | $3.72M | Sell |
200,276
-249,813
| -56% | -$4.64M | 0.01% | 1034 |
|
|
2025
Q1 | $5.23M | Buy |
450,089
+9,932
| +2% | +$116K | 0.01% | 818 |
|
|
2024
Q4 | $6.78M | Buy |
440,157
+52,582
| +14% | +$810K | 0.01% | 694 |
|
|
2024
Q3 | $3.05M | Buy |
387,575
+677
| +0.2% | +$5.32K | 0.01% | 888 |
|
|
2024
Q2 | $2.56M | Buy |
386,898
+25,996
| +7% | +$172K | 0.01% | 894 |
|
|
2024
Q1 | $2.63M | Buy |
360,902
+249,352
| +224% | +$1.82M | 0.01% | 853 |
|
|
2023
Q4 | $1.11M | Buy |
111,550
+58,044
| +108% | +$578K | ﹤0.01% | 1129 |
|
|
2023
Q3 | $428K | Buy |
+53,506
| New | +$428K | ﹤0.01% | 1517 |
|