Brinker Capital Investments’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 | $463K | Sell |
25,430
-13,554
| -35% | -$247K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $453K | Buy |
38,984
+3,491
| +10% | +$40.6K | ﹤0.01% | 1462 |
|
|
2024
Q4 | $547K | Buy |
35,493
+13,908
| +64% | +$214K | 0.01% | 1309 |
|
|
2024
Q3 | $170K | Sell |
21,585
-2,787
| -11% | -$21.9K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $161K | Buy |
24,372
+3,075
| +14% | +$20.3K | ﹤0.01% | 1662 |
|
|
2024
Q1 | $155K | Buy |
21,297
+262
| +1% | +$1.91K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $179K | Sell |
21,035
-339
| -2% | -$2.89K | ﹤0.01% | 1593 |
|
|
2023
Q3 | $171K | Buy |
21,374
+110
| +0.5% | +$879 | ﹤0.01% | 1566 |
|
|
2023
Q2 | $177K | Buy |
21,264
+189
| +0.9% | +$1.58K | ﹤0.01% | 1567 |
|
|
2023
Q1 | $128K | Buy |
+21,075
| New | +$128K | ﹤0.01% | 1520 |
|