West Financial Advisors’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 | $893 | Hold |
49
| – | – | ﹤0.01% | 195 |
|
|
2025
Q1 | $570 | Hold |
49
| – | – | ﹤0.01% | 194 |
|
|
2024
Q4 | $755 | Hold |
49
| – | – | ﹤0.01% | 191 |
|
|
2024
Q3 | $386 | Hold |
49
| – | – | ﹤0.01% | 182 |
|
|
2024
Q2 | $324 | Hold |
49
| – | – | ﹤0.01% | 155 |
|
|
2024
Q1 | $358 | Hold |
49
| – | – | ﹤0.01% | 149 |
|
|
2023
Q4 | $488 | Hold |
49
| – | – | ﹤0.01% | 153 |
|
|
2023
Q3 | $392 | Hold |
49
| – | – | ﹤0.01% | 195 |
|
|
2023
Q2 | $409 | Hold |
49
| – | – | ﹤0.01% | 178 |
|
|
2023
Q1 | $298 | Buy |
+49
| New | +$298 | ﹤0.01% | 161 |
|