Dimensional Fund Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177M | Buy |
9,725,303
+669,040
| +7% | +$12.2M | 0.04% | 585 |
|
|
2025
Q1 | $105M | Sell |
9,056,263
-5,254,503
| -37% | -$61.1M | 0.03% | 933 |
|
|
2024
Q4 | $220M | Sell |
14,310,766
-10,405,846
| -42% | -$160M | 0.05% | 428 |
|
|
2024
Q3 | $194M | Buy |
24,716,612
+11,633,006
| +89% | +$91.4M | 0.05% | 501 |
|
|
2024
Q2 | $86.5M | Buy |
13,083,606
+9,482,683
| +263% | +$62.7M | 0.02% | 1075 |
|
|
2024
Q1 | $26.3M | Sell |
3,600,923
-276,399
| -7% | -$2.02M | 0.01% | 1853 |
|
|
2023
Q4 | $38.6M | Buy |
+3,877,322
| New | +$38.6M | 0.01% | 1613 |
|