West Financial Advisors’s SoFi Technologies SOFI Stock Holding History

West Financial Advisors’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
2025 Q3	$1.29K	Hold
2025 Q2	$893	Hold
2025 Q1	$570	Hold
2024 Q4	$755	Hold
2024 Q3	$386	Hold
2024 Q2	$324	Hold
2024 Q1	$358	Hold
2023 Q4	$488	Hold
2023 Q3	$392	Hold
2023 Q2	$409	Hold
2023 Q1	$298	Buy