Bank Julius Baer & Co’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 | $14.6K | Buy |
801
+94
| +13% | +$1.71K | ﹤0.01% | 579 |
|
|
2025
Q1 | $9.29K | Sell |
707
-16
| -2% | -$210 | ﹤0.01% | 586 |
|
|
2024
Q4 | $12.3K | Buy |
723
+50
| +7% | +$849 | ﹤0.01% | 606 |
|
|
2024
Q3 | $6.27K | Sell |
673
-47
| -7% | -$438 | ﹤0.01% | 501 |
|
|
2024
Q2 | $5.29K | Sell |
720
-79
| -10% | -$581 | ﹤0.01% | 482 |
|
|
2024
Q1 | $5.83K | Sell |
799
-1
| -0.1% | -$7 | ﹤0.01% | 518 |
|
|
2023
Q4 | $7.96K | Sell |
800
-9
| -1% | -$90 | ﹤0.01% | 528 |
|
|
2023
Q3 | $6K | Buy |
809
+21
| +3% | +$156 | ﹤0.01% | 515 |
|
|
2023
Q2 | $7K | Buy |
788
+35
| +5% | +$311 | ﹤0.01% | 549 |
|
|
2023
Q1 | $5K | Sell |
753
-10,004
| -93% | -$66.4K | ﹤0.01% | 578 |
|
|
2022
Q4 | $50K | Buy |
10,757
+9,966
| +1,260% | +$46.3K | ﹤0.01% | 507 |
|
|
2022
Q3 | $4K | Sell |
791
-14
| -2% | -$71 | ﹤0.01% | 565 |
|
|
2022
Q2 | $4K | Buy |
+805
| New | +$4K | ﹤0.01% | 592 |
|
|
2022
Q1 | – | Sell |
-18,200
| Closed | -$288K | – | 774 |
|
|
2021
Q4 | $288K | Sell |
18,200
-1
| -0% | -$16 | ﹤0.01% | 491 |
|
|
2021
Q3 | $289K | Buy |
+18,201
| New | +$289K | ﹤0.01% | 507 |
|