Ameriprise’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7M | Buy |
2,070,434
+1,326,735
| +178% | +$24.2M | 0.01% | 1009 |
|
|
2025
Q1 | $8.65M | Buy |
743,699
+46,900
| +7% | +$545K | ﹤0.01% | 1867 |
|
|
2024
Q4 | $10.7M | Buy |
696,799
+27,367
| +4% | +$421K | ﹤0.01% | 1743 |
|
|
2024
Q3 | $5.26M | Sell |
669,432
-79,586
| -11% | -$626K | ﹤0.01% | 2336 |
|
|
2024
Q2 | $4.95M | Sell |
749,018
-87,841
| -10% | -$581K | ﹤0.01% | 2322 |
|
|
2024
Q1 | $6.11M | Buy |
836,859
+610,527
| +270% | +$4.46M | ﹤0.01% | 2207 |
|
|
2023
Q4 | $2.25M | Buy |
226,332
+29,434
| +15% | +$293K | ﹤0.01% | 2808 |
|
|
2023
Q3 | $1.57M | Sell |
196,898
-293,691
| -60% | -$2.35M | ﹤0.01% | 2942 |
|
|
2023
Q2 | $3.51M | Buy |
490,589
+305,225
| +165% | +$2.18M | ﹤0.01% | 2590 |
|
|
2023
Q1 | $1.13M | Sell |
185,364
-65,805
| -26% | -$399K | ﹤0.01% | 3094 |
|
|
2022
Q4 | $1.16M | Sell |
251,169
-171,258
| -41% | -$789K | ﹤0.01% | 3055 |
|
|
2022
Q3 | $2.03M | Buy |
422,427
+225,467
| +114% | +$1.09M | ﹤0.01% | 2774 |
|
|
2022
Q2 | $1.04M | Sell |
196,960
-143,061
| -42% | -$754K | ﹤0.01% | 3107 |
|
|
2022
Q1 | $3.21M | Sell |
340,021
-46,903
| -12% | -$442K | ﹤0.01% | 2702 |
|
|
2021
Q4 | $6.1M | Buy |
386,924
+91,943
| +31% | +$1.45M | ﹤0.01% | 2328 |
|
|
2021
Q3 | $4.68M | Buy |
+294,981
| New | +$4.68M | ﹤0.01% | 2434 |
|