CIBC World Market’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 | $340K | Buy |
18,684
+1,610
| +9% | +$29.3K | ﹤0.01% | 1073 |
|
|
2025
Q1 | $199K | Sell |
17,074
-146
| -0.8% | -$1.7K | ﹤0.01% | 1189 |
|
|
2024
Q4 | $265K | Buy |
+17,220
| New | +$265K | ﹤0.01% | 1135 |
|
|
2022
Q4 | – | Sell |
-11,778
| Closed | -$57K | – | 1209 |
|
|
2022
Q3 | $57K | Buy |
11,778
+191
| +2% | +$924 | ﹤0.01% | 1107 |
|
|
2022
Q2 | $61K | Sell |
11,587
-43,178
| -79% | -$227K | ﹤0.01% | 1143 |
|
|
2022
Q1 | $518K | Buy |
54,765
+2,454
| +5% | +$23.2K | ﹤0.01% | 879 |
|
|
2021
Q4 | $827K | Buy |
52,311
+30,006
| +135% | +$474K | ﹤0.01% | 761 |
|
|
2021
Q3 | $354K | Buy |
22,305
+800
| +4% | +$12.7K | ﹤0.01% | 1026 |
|
|
2021
Q2 | $412K | Buy |
21,505
+1,905
| +10% | +$36.5K | ﹤0.01% | 997 |
|
|
2021
Q1 | $336K | Buy |
+19,600
| New | +$336K | ﹤0.01% | 999 |
|