D.A. Davidson & Co’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
Q3 | $4.22M | Buy |
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|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $689K | Buy |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $798K | Buy |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $166K | Buy |
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