Ballentine Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $170K | Buy |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $104K | Sell |
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|
2024
Q2 | $93.3K | Buy |
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|
2024
Q1 | $96K | Buy |
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|
2023
Q4 | $123K | Buy |
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|
2023
Q3 | $97K | Buy |
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|
2023
Q2 | $100K | Buy |
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|
2023
Q1 | $67.7K | Buy |
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|
2022
Q4 | $49.3K | Buy |
|