Bank of Montreal’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 | $72.3M | Buy |
3,971,339
+320,075
| +9% | +$5.83M | 0.03% | 316 |
|
|
2025
Q1 | $42.5M | Buy |
3,651,264
+100,268
| +3% | +$1.17M | 0.02% | 441 |
|
|
2024
Q4 | $54.7M | Buy |
3,550,996
+395,976
| +13% | +$6.1M | 0.03% | 404 |
|
|
2024
Q3 | $25.1M | Buy |
3,155,020
+90,934
| +3% | +$723K | 0.01% | 653 |
|
|
2024
Q2 | $20.3M | Buy |
3,064,086
+2,635,894
| +616% | +$17.4M | 0.01% | 713 |
|
|
2024
Q1 | $3.13M | Buy |
428,192
+89,510
| +26% | +$653K | ﹤0.01% | 1260 |
|
|
2023
Q4 | $3.49M | Sell |
338,682
-27,626
| -8% | -$285K | ﹤0.01% | 1203 |
|
|
2023
Q3 | $3.32M | Buy |
366,308
+73,762
| +25% | +$669K | ﹤0.01% | 1246 |
|
|
2023
Q2 | $2.55M | Sell |
292,546
-107,435
| -27% | -$935K | ﹤0.01% | 1429 |
|
|
2023
Q1 | $2.58M | Sell |
399,981
-33,639
| -8% | -$217K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $2M | Buy |
433,620
+36,627
| +9% | +$169K | ﹤0.01% | 1509 |
|
|
2022
Q3 | $2.04K | Sell |
396,993
-3,317,694
| -89% | -$17.1K | ﹤0.01% | 1522 |
|
|
2022
Q2 | $21.8K | Sell |
3,714,687
-2,134,358
| -36% | -$12.6K | 0.01% | 623 |
|
|
2022
Q1 | $57.1M | Buy |
5,849,045
+1,535,105
| +36% | +$15M | 0.03% | 355 |
|
|
2021
Q4 | $68.8M | Buy |
4,313,940
+3,945,807
| +1,072% | +$62.9M | 0.04% | 344 |
|
|
2021
Q3 | $6.27M | Buy |
+368,133
| New | +$6.27M | ﹤0.01% | 1395 |
|
|
2021
Q2 | – | Sell |
-88,110
| Closed | -$1.6M | – | 4415 |
|
|
2021
Q1 | $1.6M | Buy |
88,110
+87,990
| +73,325% | +$1.6M | ﹤0.01% | 1639 |
|
|
2020
Q4 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 4351 |
|