Bullock Wealth Management Group

SEC CIK: 0002067581
Latest filing: Aug 19, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Bullock Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of SOFI by Bullock Wealth Management Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−236−100.0%	Sold out	Holders
Q3 2024	236	$1.80K	<0.1%	+43+22.3%	Added	Holders
Q2 2024	193	$1.24K	<0.1%	+76+65.0%	Added	Holders
Q1 2024	117	$845	<0.1%	–	No prior filing	Holders