Cetera Investment Advisers’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
Q2 | $10.6M | Buy |
|
|||||
|
2025
Q1 | $6.26M | Buy |
|
|||||
|
2024
Q4 | $8.01M | Sell |
|
|||||
|
2024
Q3 | $6.31M | Sell |
|
|||||
|
2024
Q2 | $6.03M | Buy |
|
|||||
|
2024
Q1 | $5.69M | Buy |
|
|||||
|
2023
Q4 | $772K | Sell |
|
|||||
|
2023
Q3 | $624K | Sell |
|
|||||
|
2023
Q2 | $1.07M | Sell |
|
|||||
|
2023
Q1 | $819K | Buy |
|
|||||
|
2022
Q4 | $536K | Sell |
|
|||||
|
2022
Q3 | $568K | Buy |
|
|||||
|
2022
Q2 | $553K | Buy |
|
|||||
|
2022
Q1 | $708K | Buy |
|
|||||
|
2021
Q4 | $625K | Buy |
|
|||||
|
2021
Q3 | $293K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $177K | Buy |
|