Baird Financial Group’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 | $1.54M | Buy |
84,454
+5,769
| +7% | +$105K | ﹤0.01% | 1084 |
|
|
2025
Q1 | $915K | Sell |
78,685
-2,152
| -3% | -$25K | ﹤0.01% | 1212 |
|
|
2024
Q4 | $1.24M | Buy |
80,837
+7,976
| +11% | +$123K | ﹤0.01% | 1109 |
|
|
2024
Q3 | $573K | Sell |
72,861
-522
| -0.7% | -$4.1K | ﹤0.01% | 1329 |
|
|
2024
Q2 | $485K | Sell |
73,383
-50
| -0.1% | -$331 | ﹤0.01% | 1403 |
|
|
2024
Q1 | $536K | Buy |
73,433
+8,251
| +13% | +$60.2K | ﹤0.01% | 1360 |
|
|
2023
Q4 | $649K | Buy |
+65,182
| New | +$649K | ﹤0.01% | 1279 |
|
|
2023
Q2 | – | Sell |
-73,820
| Closed | -$448K | – | 1753 |
|
|
2023
Q1 | $448K | Buy |
73,820
+1,285
| +2% | +$7.8K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $335K | Buy |
+72,535
| New | +$335K | ﹤0.01% | 1422 |
|