Asset Management One’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 | $136K | Sell |
7,474
-640
| -8% | -$11.7K | ﹤0.01% | 894 |
|
|
2025
Q1 | $94.4K | Buy |
8,114
+2,880
| +55% | +$33.5K | ﹤0.01% | 923 |
|
|
2024
Q4 | $83.6K | Sell |
5,234
-2,111
| -29% | -$33.7K | ﹤0.01% | 911 |
|
|
2024
Q3 | $57.7K | Sell |
7,345
-575
| -7% | -$4.52K | ﹤0.01% | 933 |
|
|
2024
Q2 | $52.4K | Buy |
7,920
+123
| +2% | +$813 | ﹤0.01% | 935 |
|
|
2024
Q1 | $56.9K | Buy |
7,797
+1,376
| +21% | +$10K | ﹤0.01% | 947 |
|
|
2023
Q4 | $66K | Buy |
6,421
+257
| +4% | +$2.64K | ﹤0.01% | 931 |
|
|
2023
Q3 | $49.3K | Sell |
6,164
-557
| -8% | -$4.45K | ﹤0.01% | 967 |
|
|
2023
Q2 | $56.1K | Sell |
6,721
-2,644
| -28% | -$22.1K | ﹤0.01% | 965 |
|
|
2023
Q1 | $56.8K | Sell |
9,365
-2,914
| -24% | -$17.7K | ﹤0.01% | 959 |
|
|
2022
Q4 | $56.4K | Buy |
12,279
+2,979
| +32% | +$13.7K | ﹤0.01% | 963 |
|
|
2022
Q3 | $45K | Buy |
9,300
+3
| +0% | +$15 | ﹤0.01% | 988 |
|
|
2022
Q2 | $48K | Sell |
9,297
-210,626
| -96% | -$1.09M | ﹤0.01% | 986 |
|
|
2022
Q1 | $2.08M | Sell |
219,923
-7,297
| -3% | -$68.9K | 0.01% | 791 |
|
|
2021
Q4 | $3.3M | Buy |
227,220
+221,332
| +3,759% | +$3.21M | 0.01% | 754 |
|
|
2021
Q3 | $93K | Buy |
5,888
+1,542
| +35% | +$24.4K | ﹤0.01% | 987 |
|
|
2021
Q2 | $83K | Buy |
+4,346
| New | +$83K | ﹤0.01% | 1020 |
|