Davenport & 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 | $1.01M | Sell |
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|
2025
Q2 | $869K | Sell |
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|
2025
Q1 | $560K | Sell |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $16.3M | Buy |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | $134K | Sell |
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|
2023
Q2 | $141K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.92M | Buy |
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|
2022
Q3 | $137K | Sell |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $421K | Buy |
|