Bank of Montreal’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 | $72.3M | Buy |
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|
2025
Q1 | $42.5M | Buy |
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|
2024
Q4 | $54.7M | Buy |
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|
2024
Q3 | $25.1M | Buy |
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|
2024
Q2 | $20.3M | Buy |
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|
2024
Q1 | $3.13M | Buy |
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|
2023
Q4 | $3.49M | Sell |
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|
2023
Q3 | $3.32M | Buy |
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|
2023
Q2 | $2.55M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $2.04K | Sell |
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|
2022
Q2 | $21.8K | Sell |
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|
2022
Q1 | $57.1M | Buy |
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|
2021
Q4 | $68.8M | Buy |
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|
2021
Q3 | $6.27M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $2K | Buy |
|