Alta Wealth Advisors LLC
- SEC CIK
- 0001843826
- Latest filing
- Jul 30, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Alta Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −66,148−100.0% | Sold out | Holders |
| Q1 2026 | 66,148 | $1.05M | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2025 | 66,148 | $1.73M | 0.6% | +179+0.3% | Added | Holders |
| Q3 2025 | 65,969 | $1.74M | 0.6% | +65,969 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −67,219−100.0% | Sold out | Holders |
| Q1 2025 | 67,219 | $781.8K | 0.4% | −3,500−4.9% | Reduced | Holders |
| Q4 2024 | 70,719 | $1.09M | 0.5% | 00.0% | Unchanged | Holders |
| Q3 2024 | 70,719 | $555.9K | 0.3% | +17,770+33.6% | Added | Holders |
| Q2 2024 | 52,949 | $350.0K | 0.2% | −500−0.9% | Reduced | Holders |
| Q1 2024 | 53,449 | $390.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 53,449 | $531.8K | 0.3% | −700−1.3% | Reduced | Holders |
| Q3 2023 | 54,149 | $432.7K | 0.3% | −3,150−5.5% | Reduced | Holders |
| Q2 2023 | 57,299 | $477.9K | 0.3% | −2,000−3.4% | Reduced | Holders |
| Q1 2023 | 59,299 | $359.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 59,299 | $273.4K | 0.2% | −20,100−25.3% | Reduced | Holders |
| Q3 2022 | 79,399 | $387.0K | 0.3% | −5,000−5.9% | Reduced | Holders |
| Q2 2022 | 84,399 | $451.0K | 0.3% | +84,399 | New | Holders |