Cookson Peirce & Co’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 | $3.82M | Buy |
209,909
+135,080
| +181% | +$2.46M | 0.17% | 82 |
|
|
2025
Q1 | $870K | Buy |
74,829
+35,432
| +90% | +$412K | 0.04% | 157 |
|
|
2024
Q4 | $607K | Buy |
+39,397
| New | +$607K | 0.03% | 193 |
|
|
2023
Q2 | – | Sell |
-12,594
| Closed | -$76K | – | 250 |
|
|
2023
Q1 | $76K | Buy |
+12,594
| New | +$76K | ﹤0.01% | 205 |
|