Charles Schwab’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 | $121M | Buy |
6,628,309
+155,583
| +2% | +$2.83M | 0.02% | 592 |
|
|
2025
Q1 | $75.3M | Buy |
6,472,726
+159,109
| +3% | +$1.85M | 0.01% | 803 |
|
|
2024
Q4 | $97.2M | Buy |
6,313,617
+167,780
| +3% | +$2.58M | 0.02% | 683 |
|
|
2024
Q3 | $48.3M | Buy |
6,145,837
+87,097
| +1% | +$685K | 0.01% | 1144 |
|
|
2024
Q2 | $40M | Buy |
6,058,740
+524,248
| +9% | +$3.47M | 0.01% | 1222 |
|
|
2024
Q1 | $40.4M | Buy |
5,534,492
+41,082
| +0.7% | +$300K | 0.01% | 1172 |
|
|
2023
Q4 | $54.7M | Buy |
5,493,410
+199,949
| +4% | +$1.99M | 0.01% | 908 |
|
|
2023
Q3 | $42.3M | Buy |
5,293,461
+687,687
| +15% | +$5.49M | 0.01% | 994 |
|
|
2023
Q2 | $38.4M | Buy |
4,605,774
+83,140
| +2% | +$693K | 0.01% | 1042 |
|
|
2023
Q1 | $27.5M | Buy |
4,522,634
+37,622
| +0.8% | +$228K | 0.01% | 1228 |
|
|
2022
Q4 | $20.7M | Buy |
4,485,012
+174,226
| +4% | +$803K | 0.01% | 1414 |
|
|
2022
Q3 | $21M | Buy |
4,310,786
+496,871
| +13% | +$2.42M | 0.01% | 1346 |
|
|
2022
Q2 | $20.1M | Buy |
3,813,915
+598,820
| +19% | +$3.16M | 0.01% | 1408 |
|
|
2022
Q1 | $30.4M | Buy |
3,215,095
+59,447
| +2% | +$562K | 0.01% | 1215 |
|
|
2021
Q4 | $49.9M | Buy |
3,155,648
+345,699
| +12% | +$5.47M | 0.01% | 900 |
|
|
2021
Q3 | $44.6M | Buy |
+2,809,949
| New | +$44.6M | 0.01% | 958 |
|