World Investment Advisors’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
Q3 | $833K | Buy |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $171K | Buy |
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|
2024
Q2 | $135K | Hold |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $198K | Hold |
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|
2023
Q3 | $159K | Hold |
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|
2023
Q2 | $166K | Buy |
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|
2023
Q1 | $86.8K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $103K | Buy |
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