CI Investments Inc’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 | $107K | Buy |
5,851
+1,055
| +22% | +$19.3K | ﹤0.01% | 884 |
|
|
2025
Q1 | $56K | Sell |
4,796
-811
| -14% | -$9.47K | ﹤0.01% | 1013 |
|
|
2024
Q4 | $86K | Sell |
5,607
-292
| -5% | -$4.48K | ﹤0.01% | 966 |
|
|
2024
Q3 | $46K | Buy |
5,899
+193
| +3% | +$1.51K | ﹤0.01% | 1006 |
|
|
2024
Q2 | $38K | Buy |
5,706
+2,945
| +107% | +$19.6K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $20K | Buy |
2,761
+752
| +37% | +$5.45K | ﹤0.01% | 1103 |
|
|
2023
Q4 | $20K | Buy |
2,009
+233
| +13% | +$2.32K | ﹤0.01% | 1067 |
|
|
2023
Q3 | $14K | Buy |
1,776
+186
| +12% | +$1.47K | ﹤0.01% | 1132 |
|
|
2023
Q2 | $13K | Buy |
1,590
+996
| +168% | +$8.14K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $4K | Buy |
594
+551
| +1,281% | +$3.71K | ﹤0.01% | 1101 |
|
|
2022
Q4 | $0 | Buy |
43
+13
| +43% | – | ﹤0.01% | 1347 |
|
|
2022
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1348 |
|
|
2022
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 1404 |
|
|
2022
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 1429 |
|
|
2021
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 1426 |
|
|
2021
Q3 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1378 |
|