Worth Financial Advisory Group’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
Q2 | $248K | Sell |
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|
2025
Q1 | $158K | Hold |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $108K | Buy |
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|
2024
Q2 | $88.6K | Hold |
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|
2024
Q1 | $97.9K | Buy |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $113K | Sell |
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|
2023
Q1 | $83.1K | Hold |
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|
2022
Q4 | $63.1K | Buy |
|