Baird Financial Group
SOFI icon

Baird Financial Group’s SoFi Technologies SOFI Stock Holding History

Baird Financial Group’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
2026
Q1 		$2.72M Sell
171,127
-86,919
-34% -$1.83M ﹤0.01% 940
2025
Q4 		$6.76M Sell
258,046
-16,529
-6% -$461K 0.01% 652
2025
Q3 		$7.25M Buy
274,575
+190,121
+225% +$4.51M 0.01% 628
2025
Q2 		$1.54M Buy
84,454
+5,769
+7% +$76.1K ﹤0.01% 1084
2025
Q1 		$915K Sell
78,685
-2,152
-3% -$31K ﹤0.01% 1212
2024
Q4 		$1.24M Buy
80,837
+7,976
+11% +$104K ﹤0.01% 1109
2024
Q3 		$573K Sell
72,861
-522
-0.7% -$3.79K ﹤0.01% 1329
2024
Q2 		$485K Sell
73,383
-50
-0.1% -$353 ﹤0.01% 1403
2024
Q1 		$536K Buy
73,433
+8,251
+13% +$65.5K ﹤0.01% 1360
2023
Q4 		$649K Buy
+65,182
New +$518K ﹤0.01% 1279
2023
Q2 		– Sell
-73,820
Closed -$448K – 1753
2023
Q1 		$448K Buy
73,820
+1,285
+2% +$7.79K ﹤0.01% 1355
2022
Q4 		$335K Buy
+72,535
New +$360K ﹤0.01% 1422

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