Caprock Group’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 | $5.83M | Buy |
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|
2025
Q1 | $3.38M | Sell |
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|
2024
Q4 | $5.09M | Sell |
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|
2024
Q3 | $5.72M | Sell |
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|
2024
Q2 | $4.88M | Sell |
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|
2024
Q1 | $5.46M | Sell |
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|
2023
Q4 | $7.56M | Sell |
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|
2023
Q3 | $6.86M | Buy |
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|
2023
Q2 | $6.57M | Sell |
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|
2023
Q1 | $5.83M | Sell |
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|
2022
Q4 | $4.77M | Sell |
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|
2022
Q3 | $5.41M | Sell |
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|
2022
Q2 | $5.87M | Buy |
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|
2022
Q1 | $3.86M | Buy |
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|
2021
Q4 | $4.67M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $649K | Buy |
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