Citizens Financial 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	$438K	Buy	+24,034	New	+$438K	0.01%	500
2024 Q4	–	Sell	-240,735	Closed	-$1.89M	–	615
2024 Q3	$1.89M	Buy	240,735 +70,603	+41%	+$555K	0.04%	221
2024 Q2	$1.12M	Buy	+170,132	New	+$1.12M	0.02%	263