CNB Bank’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 | $45.5K | Hold |
2,500
| – | – | 0.02% | 252 |
|
|
2025
Q1 | $29.1K | Hold |
2,500
| – | – | 0.01% | 280 |
|
|
2024
Q4 | $38.5K | Sell |
2,500
-2,500
| -50% | -$38.5K | 0.02% | 259 |
|
|
2024
Q3 | $39.3K | Hold |
5,000
| – | – | 0.02% | 273 |
|
|
2024
Q2 | $33.1K | Hold |
5,000
| – | – | 0.02% | 289 |
|
|
2024
Q1 | $36.5K | Hold |
5,000
| – | – | 0.02% | 273 |
|
|
2023
Q4 | $49.8K | Buy |
+5,000
| New | +$49.8K | 0.03% | 245 |
|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$60.7K | – | 481 |
|
|
2023
Q1 | $60.7K | Hold |
10,000
| – | – | 0.04% | 204 |
|
|
2022
Q4 | $46.1K | Hold |
10,000
| – | – | 0.03% | 223 |
|
|
2022
Q3 | $49K | Buy |
+10,000
| New | +$49K | 0.03% | 221 |
|