Bank of America’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 | $347M | Buy |
19,029,005
+7,513,921
| +65% | +$137M | 0.03% | 507 |
|
2025
Q1 | $134M | Buy |
11,515,084
+5,537,614
| +93% | +$64.4M | 0.01% | 835 |
|
2024
Q4 | $92.1M | Buy |
5,977,470
+268,108
| +5% | +$4.13M | 0.01% | 957 |
|
2024
Q3 | $44.9M | Buy |
5,709,362
+3,924,070
| +220% | +$30.8M | ﹤0.01% | 1460 |
|
2024
Q2 | $11.8M | Sell |
1,785,292
-250,603
| -12% | -$1.66M | ﹤0.01% | 2419 |
|
2024
Q1 | $14.9M | Buy |
2,035,895
+1,051,233
| +107% | +$7.67M | ﹤0.01% | 2225 |
|
2023
Q4 | $9.8M | Sell |
984,662
-3,151,671
| -76% | -$31.4M | ﹤0.01% | 2443 |
|
2023
Q3 | $33M | Sell |
4,136,333
-809,767
| -16% | -$6.47M | ﹤0.01% | 1364 |
|
2023
Q2 | $41.3M | Buy |
4,946,100
+2,589,153
| +110% | +$21.6M | ﹤0.01% | 1277 |
|
2023
Q1 | $14.3M | Buy |
2,356,947
+1,896,530
| +412% | +$11.5M | ﹤0.01% | 2116 |
|
2022
Q4 | $2.12M | Sell |
460,417
-1,817,635
| -80% | -$8.38M | ﹤0.01% | 3616 |
|
2022
Q3 | $11.1M | Sell |
2,278,052
-1,670,820
| -42% | -$8.15M | ﹤0.01% | 2119 |
|
2022
Q2 | $20.8M | Buy |
3,948,872
+1,770,577
| +81% | +$9.33M | ﹤0.01% | 1728 |
|
2022
Q1 | $20.6M | Buy |
2,178,295
+1,608,785
| +282% | +$15.2M | ﹤0.01% | 1855 |
|
2021
Q4 | $9M | Buy |
569,510
+490,547
| +621% | +$7.76M | ﹤0.01% | 2608 |
|
2021
Q3 | $1.25M | Sell |
78,963
-652,315
| -89% | -$10.4M | ﹤0.01% | 4161 |
|
2021
Q2 | $14M | Buy |
731,278
+97,394
| +15% | +$1.87M | ﹤0.01% | 2172 |
|
2021
Q1 | $10.9M | Buy |
633,884
+632,980
| +70,020% | +$10.9M | ﹤0.01% | 2338 |
|
2020
Q4 | $11K | Buy |
+904
| New | +$11K | ﹤0.01% | 5927 |
|