Cerity Partners’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 | $9.58M | Sell |
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|
2025
Q2 | $8.29M | Sell |
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|
2025
Q1 | $6.96M | Buy |
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|
2024
Q4 | $7.76M | Sell |
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|
2024
Q3 | $5.54M | Buy |
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|
2024
Q2 | $3.75M | Buy |
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|
2024
Q1 | $4.07M | Buy |
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|
2023
Q4 | $5.44M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.49M | Sell |
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|
2023
Q1 | $3.3M | Sell |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.77M | Buy |
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|
2022
Q1 | $2.6M | Buy |
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|
2021
Q4 | $191K | Buy |
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