Chevy Chase Trust
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Chevy Chase Trust’s SoFi Technologies SOFI Stock Holding History

Chevy Chase Trust’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,335
Closed -$97.3K – 620
2024
Q1 		$97.3K Buy
13,335
+2,989
+29% +$21.8K ﹤0.01% 609
2023
Q4 		$103K Hold
10,346
– – ﹤0.01% 619
2023
Q3 		$82.7K Hold
10,346
– – ﹤0.01% 616
2023
Q2 		$86.3K Buy
+10,346
New +$86.3K ﹤0.01% 618