Baltimore-Washington Financial Advisors’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 | $13.9M | Buy |
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|
2025
Q1 | $7.04M | Buy |
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|
2024
Q4 | $9.13M | Buy |
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|
2024
Q3 | $4.13M | Buy |
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|
2024
Q2 | $3.34M | Buy |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $2.76M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $993K | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $246K | Buy |
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