CIBC Asset Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
30,908
+350
| +1% | +$6.37K | ﹤0.01% | 749 |
|
|
2025
Q1 | $355K | Buy |
30,558
+561
| +2% | +$6.52K | ﹤0.01% | 810 |
|
|
2024
Q4 | $462K | Buy |
29,997
+1,588
| +6% | +$24.5K | ﹤0.01% | 769 |
|
|
2024
Q3 | $223K | Buy |
28,409
+962
| +4% | +$7.56K | ﹤0.01% | 1033 |
|
|
2024
Q2 | $181K | Buy |
27,447
+6,269
| +30% | +$41.4K | ﹤0.01% | 1047 |
|
|
2024
Q1 | $155K | Hold |
21,178
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q4 | $211K | Hold |
21,178
| – | – | ﹤0.01% | 968 |
|
|
2023
Q3 | $169K | Hold |
21,178
| – | – | ﹤0.01% | 955 |
|
|
2023
Q2 | $177K | Hold |
21,178
| – | – | ﹤0.01% | 983 |
|
|
2023
Q1 | $129K | Sell |
21,178
-3,354
| -14% | -$20.4K | ﹤0.01% | 977 |
|
|
2022
Q4 | $113K | Buy |
+24,532
| New | +$113K | ﹤0.01% | 999 |
|