Cerity Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Sell |
455,285
-143,216
| -24% | -$2.61M | 0.01% | 603 |
|
|
2025
Q1 | $6.96M | Buy |
598,501
+90,882
| +18% | +$1.06M | 0.01% | 612 |
|
|
2024
Q4 | $7.76M | Sell |
507,619
-197,752
| -28% | -$3.02M | 0.02% | 574 |
|
|
2024
Q3 | $5.54M | Buy |
705,371
+138,598
| +24% | +$1.09M | 0.01% | 661 |
|
|
2024
Q2 | $3.75M | Buy |
566,773
+9,546
| +2% | +$63.1K | 0.01% | 695 |
|
|
2024
Q1 | $4.07M | Buy |
557,227
+10,662
| +2% | +$77.8K | 0.01% | 711 |
|
|
2023
Q4 | $5.44M | Buy |
+546,565
| New | +$5.44M | 0.02% | 518 |
|
|
2023
Q3 | – | Sell |
-538,155
| Closed | -$4.49M | – | 1672 |
|
|
2023
Q2 | $4.49M | Sell |
538,155
-6,152
| -1% | -$51.3K | 0.02% | 523 |
|
|
2023
Q1 | $3.3M | Sell |
544,307
-3,412
| -0.6% | -$20.7K | 0.01% | 576 |
|
|
2022
Q4 | $2.53M | Buy |
547,719
+11,628
| +2% | +$53.6K | 0.02% | 485 |
|
|
2022
Q3 | $2.62M | Buy |
536,091
+10,895
| +2% | +$53.2K | 0.03% | 333 |
|
|
2022
Q2 | $2.77M | Buy |
525,196
+250,496
| +91% | +$1.32M | 0.03% | 339 |
|
|
2022
Q1 | $2.6M | Buy |
274,700
+262,605
| +2,171% | +$2.48M | 0.04% | 282 |
|
|
2021
Q4 | $191K | Buy |
+12,095
| New | +$191K | ﹤0.01% | 937 |
|