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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $4.27M | Buy |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $4.86M | Sell |
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|
2023
Q3 | $3.96M | Buy |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $3.46M | Sell |
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|
2021
Q4 | $6.42M | Buy |
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|
2021
Q3 | $5.27M | Buy |
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|
2021
Q2 | $3.48M | Buy |
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|
2021
Q1 | $2.53M | Buy |
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