WA
SOFI icon

Whipplewood Advisors’s SoFi Technologies SOFI Stock Holding History

Whipplewood Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$637 Buy
35
+10
+40% +$182 ﹤0.01% 1095
2025
Q1 		$779 Buy
+25
New +$779 ﹤0.01% 1071