Brown Advisory’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 | $235K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $80.6K | Sell |
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|
2024
Q2 | $186K | Buy |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $181K | Hold |
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|
2023
Q2 | $189K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $105K | Buy |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $101K | Sell |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $860K | Sell |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $830K | Buy |
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