Advent Capital Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 239 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 226 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 238 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 227 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 211 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 225 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 229 |
|
|
2023
Q1 | – | Sell |
-4,600
| Closed | -$21.2K | – | 226 |
|
|
2022
Q4 | $21.2K | Buy |
+4,600
| New | +$21.2K | ﹤0.01% | 213 |
|
|
2022
Q3 | – | Sell |
-150,000
| Closed | -$791K | – | 237 |
|
|
2022
Q2 | $791K | Buy |
+150,000
| New | +$791K | 0.01% | 202 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 288 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 297 |
|