CAPTRUST Financial 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 | $1.65M | Buy |
104,088
+39,419
| +61% | +$831K | ﹤0.01% | 1307 |
|
|
2025
Q4 | $1.69M | Buy |
64,669
+9,044
| +16% | +$252K | ﹤0.01% | 1176 |
|
|
2025
Q3 | $1.47M | Buy |
55,625
+14,395
| +35% | +$342K | ﹤0.01% | 1206 |
|
|
2025
Q2 | $751K | Buy |
41,230
+4,877
| +13% | +$64.3K | ﹤0.01% | 1488 |
|
|
2025
Q1 | $423K | Sell |
36,353
-2,100
| -5% | -$30.3K | ﹤0.01% | 1737 |
|
|
2024
Q4 | $592K | Buy |
38,453
+8,814
| +30% | +$114K | ﹤0.01% | 1516 |
|
|
2024
Q3 | $233K | Buy |
29,639
+809
| +3% | +$5.88K | ﹤0.01% | 2041 |
|
|
2024
Q2 | $191K | Buy |
28,830
+4,690
| +19% | +$33.1K | ﹤0.01% | 2053 |
|
|
2024
Q1 | $176K | Sell |
24,140
-32,274
| -57% | -$256K | ﹤0.01% | 2010 |
|
|
2023
Q4 | $561K | Buy |
56,414
+27,821
| +97% | +$221K | ﹤0.01% | 1660 |
|
|
2023
Q3 | $228K | Buy |
28,593
+6,642
| +30% | +$58.4K | ﹤0.01% | 2198 |
|
|
2023
Q2 | $183K | Sell |
21,951
-5,865
| -21% | -$38.2K | ﹤0.01% | 2283 |
|
|
2023
Q1 | $169K | Buy |
27,816
+2,037
| +8% | +$12.4K | ﹤0.01% | 2085 |
|
|
2022
Q4 | $119K | Sell |
25,779
-23,627
| -48% | -$117K | ﹤0.01% | 2030 |
|
|
2022
Q3 | $241K | Buy |
49,406
+1,646
| +3% | +$10.4K | ﹤0.01% | 1704 |
|
|
2022
Q2 | $252K | Buy |
47,760
+18,054
| +61% | +$122K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $281K | Buy |
29,706
+14,490
| +95% | +$166K | ﹤0.01% | 1486 |
|
|
2021
Q4 | $241K | Buy |
15,216
+12,829
| +537% | +$235K | ﹤0.01% | 1510 |
|
|
2021
Q3 | $38K | Sell |
2,387
-175
| -7% | -$2.74K | ﹤0.01% | 2763 |
|
|
2021
Q2 | $49K | Sell |
2,562
-198
| -7% | -$3.67K | ﹤0.01% | 2530 |
|
|
2021
Q1 | $47K | Buy |
+2,760
| New | +$54.5K | ﹤0.01% | 2467 |
|
Other funds holding SOFI
VCM
VPM
