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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Buy |
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|
2025
Q2 | $751K | Buy |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $233K | Buy |
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|
2024
Q2 | $191K | Buy |
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|
2024
Q1 | $176K | Sell |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $183K | Sell |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $119K | Sell |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $38K | Sell |
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|
2021
Q2 | $49K | Sell |
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|
2021
Q1 | $47K | Buy |
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