Burney Company’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
Q3 | $2.02M | Sell |
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|
2025
Q2 | $2.68M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $68.6K | Buy |
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|
2022
Q4 | $51.6K | Sell |
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|
2022
Q3 | $101K | Sell |
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|
2022
Q2 | $112K | Sell |
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|
2022
Q1 | $232K | Buy |
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