Envestnet Asset Management’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 | $1.35M | Buy |
74,223
+4,505
| +6% | +$82K | ﹤0.01% | 3075 |
|
|
2025
Q1 | $811K | Sell |
69,718
-59,676
| -46% | -$694K | ﹤0.01% | 3331 |
|
|
2024
Q4 | $1.99M | Sell |
129,394
-69,507
| -35% | -$1.07M | ﹤0.01% | 2685 |
|
|
2024
Q3 | $1.56M | Buy |
198,901
+56,259
| +39% | +$442K | ﹤0.01% | 2843 |
|
|
2024
Q2 | $943K | Sell |
142,642
-1,947
| -1% | -$12.9K | ﹤0.01% | 3080 |
|
|
2024
Q1 | $1.06M | Buy |
144,589
+103,809
| +255% | +$758K | ﹤0.01% | 2991 |
|
|
2023
Q4 | $406K | Buy |
40,780
+13,047
| +47% | +$130K | ﹤0.01% | 3439 |
|
|
2023
Q3 | $222K | Sell |
27,733
-130,314
| -82% | -$1.04M | ﹤0.01% | 3695 |
|
|
2023
Q2 | $1.32M | Buy |
158,047
+97,340
| +160% | +$812K | ﹤0.01% | 2545 |
|
|
2023
Q1 | $368K | Buy |
60,707
+2,881
| +5% | +$17.5K | ﹤0.01% | 3343 |
|
|
2022
Q4 | $267K | Sell |
57,826
-22,739
| -28% | -$105K | ﹤0.01% | 3496 |
|
|
2022
Q3 | $393K | Buy |
80,565
+10,873
| +16% | +$53K | ﹤0.01% | 3178 |
|
|
2022
Q2 | $367K | Buy |
69,692
+14,125
| +25% | +$74.4K | ﹤0.01% | 3244 |
|
|
2022
Q1 | $525K | Buy |
55,567
+6,197
| +13% | +$58.6K | ﹤0.01% | 3097 |
|
|
2021
Q4 | $781K | Buy |
49,370
+25,852
| +110% | +$409K | ﹤0.01% | 2791 |
|
|
2021
Q3 | $373K | Buy |
+23,518
| New | +$373K | ﹤0.01% | 3158 |
|