Bank of New York Mellon’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 | $53.9M | Sell |
2,959,986
-301,239
| -9% | -$5.49M | 0.01% | 953 |
|
|
2025
Q1 | $37.9M | Buy |
3,261,225
+37,855
| +1% | +$440K | 0.01% | 1121 |
|
|
2024
Q4 | $49.6M | Buy |
3,223,370
+8,218
| +0.3% | +$127K | 0.01% | 1031 |
|
|
2024
Q3 | $25.3M | Buy |
3,215,152
+98,071
| +3% | +$771K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $20.6M | Buy |
3,117,081
+443,198
| +17% | +$2.93M | ﹤0.01% | 1563 |
|
|
2024
Q1 | $19.5M | Sell |
2,673,883
-342,027
| -11% | -$2.5M | ﹤0.01% | 1587 |
|
|
2023
Q4 | $30M | Buy |
3,015,910
+153,116
| +5% | +$1.52M | 0.01% | 1377 |
|
|
2023
Q3 | $22.9M | Buy |
2,862,794
+95,491
| +3% | +$763K | 0.01% | 1479 |
|
|
2023
Q2 | $23.1M | Buy |
2,767,303
+224,401
| +9% | +$1.87M | ﹤0.01% | 1459 |
|
|
2023
Q1 | $15.4M | Buy |
2,542,902
+82,336
| +3% | +$500K | ﹤0.01% | 1687 |
|
|
2022
Q4 | $11.3M | Sell |
2,460,566
-6,311
| -0.3% | -$29.1K | ﹤0.01% | 1873 |
|
|
2022
Q3 | $12M | Buy |
2,466,877
+87,466
| +4% | +$427K | ﹤0.01% | 1794 |
|
|
2022
Q2 | $12.5M | Buy |
2,379,411
+1,112,449
| +88% | +$5.86M | ﹤0.01% | 1809 |
|
|
2022
Q1 | $12M | Buy |
1,266,962
+22,288
| +2% | +$211K | ﹤0.01% | 1973 |
|
|
2021
Q4 | $19.7M | Buy |
1,244,674
+96,648
| +8% | +$1.53M | ﹤0.01% | 1733 |
|
|
2021
Q3 | $18.2M | Buy |
1,148,026
+1,136,563
| +9,915% | +$18M | ﹤0.01% | 1779 |
|
|
2021
Q2 | $220K | Buy |
+11,463
| New | +$220K | ﹤0.01% | 4070 |
|