Diversified Trust’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 | $206K | Buy |
11,328
+390
| +4% | +$7.1K | ﹤0.01% | 866 |
|
|
2025
Q1 | $127K | Buy |
+10,938
| New | +$127K | ﹤0.01% | 880 |
|
|
2024
Q3 | – | Sell |
-13,803
| Closed | -$91.2K | – | 968 |
|
|
2024
Q2 | $91.2K | Sell |
13,803
-11,529
| -46% | -$76.2K | ﹤0.01% | 833 |
|
|
2024
Q1 | $185K | Buy |
25,332
+6,880
| +37% | +$50.2K | 0.01% | 758 |
|
|
2023
Q4 | $184K | Buy |
+18,452
| New | +$184K | 0.01% | 794 |
|