Westside Investment Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7K | Sell |
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|
2025
Q1 | $42K | Buy |
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|
2024
Q4 | $50.8K | Sell |
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|
2024
Q3 | $25.8K | Hold |
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|
2024
Q2 | $23.1K | Hold |
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|
2024
Q1 | $25.4K | Buy |
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|
2023
Q4 | $30.8K | Buy |
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|
2023
Q3 | $12.8K | Hold |
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|
2023
Q2 | $13.5K | Sell |
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|
2023
Q1 | $10.3K | Sell |
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|
2022
Q4 | $5 | Buy |
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|
2022
Q3 | $4 | Hold |
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|
2022
Q2 | $5 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3 | Hold |
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|
2021
Q3 | $3 | Hold |
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|
2021
Q2 | $3 | Hold |
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|
2021
Q1 | $3 | Buy |
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