Envestnet Asset Management’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
Q2 | $1.35M | Buy |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $943K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $781K | Buy |
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|
2021
Q3 | $373K | Buy |
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