WP
SOFI icon

WealthSource Partners’s SoFi Technologies SOFI Stock Holding History

WealthSource Partners’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,589
Closed -$71K – 523
2022
Q3 		$71K Sell
14,589
-350
-2% -$1.7K 0.01% 477
2022
Q2 		$79K Sell
14,939
-1,105
-7% -$5.84K 0.01% 498
2022
Q1 		$152K Buy
+16,044
New +$152K 0.01% 553