WIA
World Investment Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
23,220
-598
| -3% | -$10.9K | 0.01% | 790 |
|
|
2025
Q1 | $277K | Buy |
23,818
+1,488
| +7% | +$17.3K | 0.01% | 891 |
|
|
2024
Q4 | $344K | Buy |
22,330
+585
| +3% | +$9.01K | 0.01% | 771 |
|
|
2024
Q3 | $171K | Buy |
21,745
+1,336
| +7% | +$10.5K | 0.01% | 880 |
|
|
2024
Q2 | $135K | Hold |
20,409
| – | – | 0.01% | 610 |
|
|
2024
Q1 | $149K | Buy |
20,409
+500
| +3% | +$3.65K | 0.02% | 385 |
|
|
2023
Q4 | $198K | Hold |
19,909
| – | – | 0.03% | 368 |
|
|
2023
Q3 | $159K | Hold |
19,909
| – | – | 0.03% | 254 |
|
|
2023
Q2 | $166K | Buy |
19,909
+5,606
| +39% | +$46.8K | 0.03% | 251 |
|
|
2023
Q1 | $86.8K | Buy |
+14,303
| New | +$86.8K | 0.02% | 238 |
|
|
2022
Q2 | – | Sell |
-10,903
| Closed | -$103K | – | 287 |
|
|
2022
Q1 | $103K | Buy |
+10,903
| New | +$103K | 0.02% | 265 |
|