Envestnet Portfolio Solutions’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 | $300K | Sell |
16,448
-1,310
| -7% | -$23.9K | ﹤0.01% | 1334 |
|
|
2025
Q1 | $207K | Sell |
17,758
-4,984
| -22% | -$58K | ﹤0.01% | 1492 |
|
|
2024
Q4 | $350K | Buy |
22,742
+581
| +3% | +$8.95K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $174K | Buy |
22,161
+10,012
| +82% | +$78.7K | ﹤0.01% | 1662 |
|
|
2024
Q2 | $80.3K | Buy |
12,149
+1,259
| +12% | +$8.32K | ﹤0.01% | 1615 |
|
|
2024
Q1 | $79.5K | Buy |
+10,890
| New | +$79.5K | ﹤0.01% | 1584 |
|