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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3M | Buy |
710,496
+41,767
| +6% | +$880K | 0.01% | 998 |
|
|
2025
Q4 | $17.5M | Buy |
668,729
+68,329
| +11% | +$1.9M | 0.02% | 729 |
|
|
2025
Q3 | $15.9M | Buy |
600,400
+19,175
| +3% | +$455K | 0.02% | 740 |
|
|
2025
Q2 | $10.6M | Buy |
581,225
+42,968
| +8% | +$567K | 0.02% | 796 |
|
|
2025
Q1 | $6.26M | Buy |
538,257
+18,213
| +4% | +$262K | 0.01% | 985 |
|
|
2024
Q4 | $8.01M | Sell |
520,044
-282,252
| -35% | -$3.67M | 0.02% | 810 |
|
|
2024
Q3 | $6.31M | Sell |
802,296
-110,426
| -12% | -$803K | 0.01% | 895 |
|
|
2024
Q2 | $6.03M | Buy |
912,722
+132,740
| +17% | +$936K | 0.01% | 904 |
|
|
2024
Q1 | $5.69M | Buy |
779,982
+702,385
| +905% | +$5.58M | 0.01% | 920 |
|
|
2023
Q4 | $772K | Sell |
77,597
-518
| -0.7% | -$4.12K | 0.01% | 1252 |
|
|
2023
Q3 | $624K | Sell |
78,115
-50,122
| -39% | -$441K | 0.01% | 1310 |
|
|
2023
Q2 | $1.07M | Sell |
128,237
-6,687
| -5% | -$43.6K | 0.01% | 1032 |
|
|
2023
Q1 | $819K | Buy |
134,924
+18,659
| +16% | +$113K | 0.01% | 1136 |
|
|
2022
Q4 | $536K | Sell |
116,265
-114
| -0.1% | -$565 | 0.01% | 1338 |
|
|
2022
Q3 | $568K | Buy |
116,379
+11,470
| +11% | +$72.6K | 0.01% | 934 |
|
|
2022
Q2 | $553K | Buy |
104,909
+29,984
| +40% | +$203K | 0.01% | 1038 |
|
|
2022
Q1 | $708K | Buy |
74,925
+35,363
| +89% | +$406K | 0.01% | 964 |
|
|
2021
Q4 | $625K | Buy |
39,562
+21,105
| +114% | +$387K | 0.01% | 1053 |
|
|
2021
Q3 | $293K | Buy |
+18,457
| New | +$289K | ﹤0.01% | 1454 |
|
|
2021
Q2 | – | Sell |
-10,320
| Closed | -$177K | – | 1824 |
|
|
2021
Q1 | $177K | Buy |
+10,320
| New | +$204K | ﹤0.01% | 1505 |
|
Other funds holding SOFI
VCM
VPM
