CIBC Private Wealth Group’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 | $1.01M | Sell |
55,667
-2,185
| -4% | -$39.8K | ﹤0.01% | 668 |
|
|
2025
Q1 | $550K | Sell |
57,852
-2,682
| -4% | -$25.5K | ﹤0.01% | 782 |
|
|
2024
Q4 | $881K | Buy |
60,534
+685
| +1% | +$9.97K | ﹤0.01% | 723 |
|
|
2024
Q3 | $470K | Sell |
59,849
-108
| -0.2% | -$849 | ﹤0.01% | 891 |
|
|
2024
Q2 | $381K | Sell |
59,957
-1,358
| -2% | -$8.62K | ﹤0.01% | 898 |
|
|
2024
Q1 | $443K | Sell |
61,315
-4,470
| -7% | -$32.3K | ﹤0.01% | 864 |
|
|
2023
Q4 | $655K | Buy |
65,785
+1,498
| +2% | +$14.9K | ﹤0.01% | 738 |
|
|
2023
Q3 | $514K | Sell |
64,287
-4,850
| -7% | -$38.8K | ﹤0.01% | 743 |
|
|
2023
Q2 | $577K | Sell |
69,137
-6,719
| -9% | -$56K | ﹤0.01% | 666 |
|
|
2023
Q1 | $2.06M | Sell |
75,856
-2,375
| -3% | -$64.6K | ﹤0.01% | 519 |
|
|
2022
Q4 | $225K | Sell |
78,231
-22,585
| -22% | -$64.9K | ﹤0.01% | 716 |
|
|
2022
Q3 | $492K | Buy |
100,816
+4,233
| +4% | +$20.7K | ﹤0.01% | 705 |
|
|
2022
Q2 | $509K | Sell |
96,583
-1,246
| -1% | -$6.57K | ﹤0.01% | 702 |
|
|
2022
Q1 | $925K | Buy |
97,829
+23,565
| +32% | +$223K | ﹤0.01% | 647 |
|
|
2021
Q4 | $1.18M | Sell |
74,264
-22,570
| -23% | -$357K | ﹤0.01% | 620 |
|
|
2021
Q3 | $1.54M | Buy |
96,834
+82,364
| +569% | +$1.31M | ﹤0.01% | 545 |
|
|
2021
Q2 | $277K | Buy |
+14,470
| New | +$277K | ﹤0.01% | 919 |
|