Charles Schwab’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 | $121M | Buy |
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|
2025
Q1 | $75.3M | Buy |
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|
2024
Q4 | $97.2M | Buy |
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|
2024
Q3 | $48.3M | Buy |
|
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|
2024
Q2 | $40M | Buy |
|
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|
2024
Q1 | $40.4M | Buy |
|
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|
2023
Q4 | $54.7M | Buy |
|
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|
2023
Q3 | $42.3M | Buy |
|
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|
2023
Q2 | $38.4M | Buy |
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|
2023
Q1 | $27.5M | Buy |
|
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|
2022
Q4 | $20.7M | Buy |
|
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|
2022
Q3 | $21M | Buy |
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|
2022
Q2 | $20.1M | Buy |
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|
2022
Q1 | $30.4M | Buy |
|
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|
2021
Q4 | $49.9M | Buy |
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|
2021
Q3 | $44.6M | Buy |
|