Brown Advisory’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 | $235K | Sell |
12,927
-11,846
| -48% | -$216K | ﹤0.01% | 1245 |
|
|
2025
Q1 | $288K | Buy |
+24,773
| New | +$288K | ﹤0.01% | 1143 |
|
|
2024
Q4 | – | Sell |
-10,255
| Closed | -$80.6K | – | 1373 |
|
|
2024
Q3 | $80.6K | Sell |
10,255
-17,948
| -64% | -$141K | ﹤0.01% | 1242 |
|
|
2024
Q2 | $186K | Buy |
28,203
+5,500
| +24% | +$36.4K | ﹤0.01% | 1177 |
|
|
2024
Q1 | $166K | Sell |
22,703
-12,276
| -35% | -$89.6K | ﹤0.01% | 1195 |
|
|
2023
Q4 | $348K | Buy |
34,979
+12,276
| +54% | +$122K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $181K | Hold |
22,703
| – | – | ﹤0.01% | 1132 |
|
|
2023
Q2 | $189K | Hold |
22,703
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q1 | $138K | Hold |
22,703
| – | – | ﹤0.01% | 1166 |
|
|
2022
Q4 | $105K | Buy |
22,703
+3,405
| +18% | +$15.7K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $94K | Buy |
19,298
+100
| +0.5% | +$487 | ﹤0.01% | 1100 |
|
|
2022
Q2 | $101K | Sell |
19,198
-10,984
| -36% | -$57.8K | ﹤0.01% | 1072 |
|
|
2022
Q1 | $285K | Sell |
30,182
-24,237
| -45% | -$229K | ﹤0.01% | 981 |
|
|
2021
Q4 | $860K | Sell |
54,419
-19,872
| -27% | -$314K | ﹤0.01% | 754 |
|
|
2021
Q3 | $1.18M | Buy |
74,291
+30,946
| +71% | +$492K | ﹤0.01% | 665 |
|
|
2021
Q2 | $830K | Buy |
+43,345
| New | +$830K | ﹤0.01% | 748 |
|