Corient Private Wealth’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $189K | Buy |
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