WFAG
Worth Financial Advisory Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
13,600
-10
| -0.1% | -$182 | 0.15% | 131 |
|
|
2025
Q1 | $158K | Hold |
13,610
| – | – | 0.1% | 153 |
|
|
2024
Q4 | $210K | Sell |
13,610
-150
| -1% | -$2.31K | 0.13% | 150 |
|
|
2024
Q3 | $108K | Buy |
13,760
+350
| +3% | +$2.75K | 0.06% | 164 |
|
|
2024
Q2 | $88.6K | Hold |
13,410
| – | – | 0.06% | 147 |
|
|
2024
Q1 | $97.9K | Buy |
13,410
+150
| +1% | +$1.1K | 0.07% | 137 |
|
|
2023
Q4 | $132K | Sell |
13,260
-525
| -4% | -$5.22K | 0.11% | 129 |
|
|
2023
Q3 | $110K | Buy |
13,785
+250
| +2% | +$2K | 0.1% | 122 |
|
|
2023
Q2 | $113K | Sell |
13,535
-150
| -1% | -$1.25K | 0.1% | 116 |
|
|
2023
Q1 | $83.1K | Hold |
13,685
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $63.1K | Buy |
+13,685
| New | +$63.1K | 0.07% | 105 |
|