Cambridge Investment Research Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.86M | Buy |
243,074
+6,073
| +3% | +$128K | 0.01% | 1119 |
|
|
2025
Q4 | $6.21M | Buy |
237,001
+563
| +0.2% | +$15.7K | 0.02% | 807 |
|
|
2025
Q3 | $6.25M | Sell |
236,438
-29,519
| -11% | -$700K | 0.02% | 783 |
|
|
2025
Q2 | $4.84M | Buy |
265,957
+7,308
| +3% | +$96.4K | 0.01% | 876 |
|
|
2025
Q1 | $3.01M | Sell |
258,649
-18,744
| -7% | -$270K | 0.01% | 1095 |
|
|
2024
Q4 | $4.27M | Buy |
277,393
+3,488
| +1% | +$45.3K | 0.01% | 891 |
|
|
2024
Q3 | $2.15M | Buy |
273,905
+13,407
| +5% | +$97.4K | 0.01% | 1292 |
|
|
2024
Q2 | $1.72M | Buy |
260,498
+17,384
| +7% | +$123K | 0.01% | 1385 |
|
|
2024
Q1 | $1.77M | Sell |
243,114
-244,862
| -50% | -$1.94M | 0.01% | 1345 |
|
|
2023
Q4 | $4.86M | Sell |
487,976
-7,863
| -2% | -$62.5K | 0.02% | 721 |
|
|
2023
Q3 | $3.96M | Buy |
495,839
+250,854
| +102% | +$2.21M | 0.02% | 777 |
|
|
2023
Q2 | $2.04M | Buy |
244,985
+19,377
| +9% | +$126K | 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% | -$607K | 0.01% | 1495 |
|
|
2022
Q3 | $1.69M | Buy |
346,264
+2,923
| +0.9% | +$18.5K | 0.01% | 1132 |
|
|
2022
Q2 | $1.81M | Sell |
343,341
-22,886
| -6% | -$155K | 0.01% | 1095 |
|
|
2022
Q1 | $3.46M | Sell |
366,227
-40,039
| -10% | -$460K | 0.02% | 834 |
|
|
2021
Q4 | $6.42M | Buy |
406,266
+74,517
| +22% | +$1.37M | 0.03% | 546 |
|
|
2021
Q3 | $5.27M | Buy |
331,749
+149,988
| +83% | +$2.35M | 0.03% | 582 |
|
|
2021
Q2 | $3.48M | Buy |
181,761
+34,427
| +23% | +$638K | 0.02% | 808 |
|
|
2021
Q1 | $2.53M | Buy |
+147,334
| New | +$2.91M | 0.01% | 899 |
|
Other funds holding SOFI
VCM
VPM
