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Aspiriant LLC’s SoFi Technologies SOFI Stock Holding History

Aspiriant LLC’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,633
Closed -$114K – 322
2024
Q1 		$114K Hold
15,633
– – ﹤0.01% 311
2023
Q4 		$156K Hold
15,633
– – 0.01% 302
2023
Q3 		$125K Hold
15,633
– – 0.01% 273
2023
Q2 		$130K Hold
15,633
– – 0.01% 275
2023
Q1 		$94.9K Hold
15,633
– – 0.01% 269
2022
Q4 		$72.1K Hold
15,633
– – ﹤0.01% 272
2022
Q3 		$76K Hold
15,633
– – ﹤0.01% 257
2022
Q2 		$82K Hold
15,633
– – ﹤0.01% 269
2022
Q1 		$148K Hold
15,633
– – 0.01% 267
2021
Q4 		$247K Hold
15,633
– – 0.01% 244
2021
Q3 		$248K Buy
+15,633
New +$245K 0.01% 210

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NAMA
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