Corient Private Wealth’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 | $5.26M | Buy |
288,793
+185,571
| +180% | +$3.38M | 0.01% | 748 |
|
|
2025
Q1 | $1.2M | Buy |
103,222
+15,604
| +18% | +$181K | ﹤0.01% | 1206 |
|
|
2024
Q4 | $1.35M | Sell |
87,618
-11,104
| -11% | -$171K | ﹤0.01% | 1174 |
|
|
2024
Q3 | $776K | Buy |
98,722
+25,375
| +35% | +$199K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $485K | Buy |
73,347
+6,198
| +9% | +$41K | ﹤0.01% | 1652 |
|
|
2024
Q1 | $490K | Sell |
67,149
-3,172
| -5% | -$23.2K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $700K | Buy |
70,321
+2,588
| +4% | +$25.8K | ﹤0.01% | 1438 |
|
|
2023
Q3 | $541K | Buy |
67,733
+10,210
| +18% | +$81.6K | ﹤0.01% | 1446 |
|
|
2023
Q2 | $480K | Sell |
57,523
-853
| -1% | -$7.11K | ﹤0.01% | 1465 |
|
|
2023
Q1 | $354K | Buy |
58,376
+17,106
| +41% | +$104K | ﹤0.01% | 1517 |
|
|
2022
Q4 | $189K | Buy |
+41,270
| New | +$189K | ﹤0.01% | 1497 |
|