Ballentine Partners’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 | $259K | Sell |
14,214
-434
| -3% | -$7.9K | ﹤0.01% | 754 |
|
|
2025
Q1 | $170K | Buy |
14,648
+1,497
| +11% | +$17.4K | ﹤0.01% | 823 |
|
|
2024
Q4 | $203K | Sell |
13,151
-31
| -0.2% | -$477 | ﹤0.01% | 780 |
|
|
2024
Q3 | $104K | Sell |
13,182
-940
| -7% | -$7.39K | ﹤0.01% | 800 |
|
|
2024
Q2 | $93.3K | Buy |
14,122
+967
| +7% | +$6.39K | ﹤0.01% | 729 |
|
|
2024
Q1 | $96K | Buy |
13,155
+842
| +7% | +$6.15K | ﹤0.01% | 709 |
|
|
2023
Q4 | $123K | Buy |
12,313
+169
| +1% | +$1.68K | ﹤0.01% | 652 |
|
|
2023
Q3 | $97K | Buy |
12,144
+143
| +1% | +$1.14K | ﹤0.01% | 580 |
|
|
2023
Q2 | $100K | Buy |
12,001
+856
| +8% | +$7.14K | ﹤0.01% | 580 |
|
|
2023
Q1 | $67.7K | Buy |
11,145
+452
| +4% | +$2.74K | ﹤0.01% | 555 |
|
|
2022
Q4 | $49.3K | Buy |
+10,693
| New | +$49.3K | ﹤0.01% | 503 |
|