D.A. Davidson & 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 | $2.22M | Buy |
122,128
+798
| +0.7% | +$14.5K | 0.02% | 580 |
|
|
2025
Q1 | $1.41M | Buy |
121,330
+12,322
| +11% | +$143K | 0.01% | 675 |
|
|
2024
Q4 | $1.68M | Buy |
109,008
+21,344
| +24% | +$329K | 0.01% | 616 |
|
|
2024
Q3 | $689K | Buy |
87,664
+3,322
| +4% | +$26.1K | 0.01% | 898 |
|
|
2024
Q2 | $558K | Buy |
84,342
+1,179
| +1% | +$7.79K | ﹤0.01% | 931 |
|
|
2024
Q1 | $607K | Buy |
83,163
+2,991
| +4% | +$21.8K | 0.01% | 913 |
|
|
2023
Q4 | $798K | Buy |
80,172
+8,518
| +12% | +$84.8K | 0.01% | 785 |
|
|
2023
Q3 | $573K | Buy |
71,654
+1,092
| +2% | +$8.73K | 0.01% | 855 |
|
|
2023
Q2 | $588K | Buy |
70,562
+8,388
| +13% | +$70K | 0.01% | 873 |
|
|
2023
Q1 | $377K | Buy |
62,174
+29,834
| +92% | +$181K | ﹤0.01% | 996 |
|
|
2022
Q4 | $149K | Sell |
32,340
-1,772
| -5% | -$8.17K | ﹤0.01% | 1226 |
|
|
2022
Q3 | $166K | Buy |
+34,112
| New | +$166K | ﹤0.01% | 1180 |
|