CI Investments Inc
SOFI icon

CI Investments Inc’s SoFi Technologies SOFI Stock Holding History

CI Investments Inc’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,002
Closed -$185K – 1169
2025
Q3 		$185K Buy
7,002
+1,151
+20% +$27.3K ﹤0.01% 732
2025
Q2 		$107K Buy
5,851
+1,055
+22% +$13.9K ﹤0.01% 894
2025
Q1 		$56K Sell
4,796
-811
-14% -$11.7K ﹤0.01% 1022
2024
Q4 		$86K Sell
5,607
-292
-5% -$3.79K ﹤0.01% 973
2024
Q3 		$46K Buy
5,899
+193
+3% +$1.4K ﹤0.01% 1015
2024
Q2 		$38K Buy
5,706
+2,945
+107% +$20.8K ﹤0.01% 1023
2024
Q1 		$20K Buy
2,761
+752
+37% +$5.97K ﹤0.01% 1107
2023
Q4 		$20K Buy
2,009
+233
+13% +$1.85K ﹤0.01% 1072
2023
Q3 		$14K Buy
1,776
+186
+12% +$1.64K ﹤0.01% 1136
2023
Q2 		$13K Buy
1,590
+996
+168% +$6.49K ﹤0.01% 1134
2023
Q1 		$4K Buy
594
+551
+1,281% +$3.34K ﹤0.01% 1111
2022
Q4 		$0 Buy
43
+13
+43% +$64 ﹤0.01% 1358
2022
Q3 		$0 Hold
30
– – ﹤0.01% 1359
2022
Q2 		$0 Hold
30
– – ﹤0.01% 1411
2022
Q1 		$0 Hold
30
– – ﹤0.01% 1434
2021
Q4 		$0 Hold
30
– – ﹤0.01% 1431
2021
Q3 		$0 Buy
+30
New +$470 ﹤0.01% 1385

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UBS Group
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM