Cullen/Frost Bankers’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 | $59.3K | Sell |
3,254
-1,608
| -33% | -$29.3K | ﹤0.01% | 729 |
|
2025
Q1 | $56.5K | Buy |
4,862
+4,582
| +1,636% | +$53.3K | ﹤0.01% | 702 |
|
2024
Q4 | $4.31K | Sell |
280
-840
| -75% | -$12.9K | ﹤0.01% | 1028 |
|
2024
Q3 | $8.8K | Buy |
+1,120
| New | +$8.8K | ﹤0.01% | 913 |
|
2024
Q1 | – | Sell |
-250
| Closed | -$2.49K | – | 1082 |
|
2023
Q4 | $2.49K | Sell |
250
-11,500
| -98% | -$114K | ﹤0.01% | 928 |
|
2023
Q3 | $93.9K | Buy |
+11,750
| New | +$93.9K | ﹤0.01% | 624 |
|
2023
Q1 | – | Sell |
-300
| Closed | -$1.38K | – | 1252 |
|
2022
Q4 | $1.38K | Buy |
+300
| New | +$1.38K | ﹤0.01% | 1032 |
|