Emerald Mutual Fund Advisers Trust’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$586K Hold
2025
Q3
$592K Buy
2023
Q1
Sell
2022
Q4
$96.7K Hold
2022
Q3
$102K Hold
2022
Q2
$111K Hold
2022
Q1
$198K Sell
2021
Q4
$1.25M Buy
2021
Q3
$259K Sell
2021
Q2
$8.88M Buy