Cambridge Investment Research Advisors’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 | $4.84M | Buy |
265,957
+7,308
| +3% | +$133K | 0.01% | 876 |
|
|
2025
Q1 | $3.01M | Sell |
258,649
-18,744
| -7% | -$218K | 0.01% | 1095 |
|
|
2024
Q4 | $4.27M | Buy |
277,393
+3,488
| +1% | +$53.7K | 0.01% | 891 |
|
|
2024
Q3 | $2.15M | Buy |
273,905
+13,407
| +5% | +$105K | 0.01% | 1292 |
|
|
2024
Q2 | $1.72M | Buy |
260,498
+17,384
| +7% | +$115K | 0.01% | 1385 |
|
|
2024
Q1 | $1.78M | Sell |
243,114
-244,862
| -50% | -$1.79M | 0.01% | 1345 |
|
|
2023
Q4 | $4.86M | Sell |
487,976
-7,863
| -2% | -$78.2K | 0.02% | 721 |
|
|
2023
Q3 | $3.96M | Buy |
495,839
+250,854
| +102% | +$2M | 0.02% | 777 |
|
|
2023
Q2 | $2.04M | Buy |
244,985
+19,377
| +9% | +$162K | 0.01% | 1161 |
|
|
2023
Q1 | $1.37M | Buy |
225,608
+1,787
| +0.8% | +$10.8K | 0.01% | 1363 |
|
|
2022
Q4 | $1.03M | Sell |
223,821
-122,443
| -35% | -$565K | 0.01% | 1495 |
|
|
2022
Q3 | $1.69M | Buy |
346,264
+2,923
| +0.9% | +$14.3K | 0.01% | 1132 |
|
|
2022
Q2 | $1.81M | Sell |
343,341
-22,886
| -6% | -$121K | 0.01% | 1095 |
|
|
2022
Q1 | $3.46M | Sell |
366,227
-40,039
| -10% | -$378K | 0.02% | 834 |
|
|
2021
Q4 | $6.42M | Buy |
406,266
+74,517
| +22% | +$1.18M | 0.03% | 546 |
|
|
2021
Q3 | $5.27M | Buy |
331,749
+149,988
| +83% | +$2.38M | 0.03% | 582 |
|
|
2021
Q2 | $3.48M | Buy |
181,761
+34,427
| +23% | +$660K | 0.02% | 808 |
|
|
2021
Q1 | $2.53M | Buy |
+147,334
| New | +$2.53M | 0.01% | 899 |
|