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Wiser Advisor Group’s SoFi Technologies SOFI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-293
Closed -$1.94K 288
2024
Q2
$1.94K Sell
293
-297
-50% -$1.96K ﹤0.01% 263
2024
Q1
$4.31K Hold
590
0.01% 227
2023
Q4
$5.87K Buy
+590
New +$5.87K 0.01% 211