Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s SoFi Technologies SOFI Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$338K Sell
2025
Q2 		$300K Sell
2025
Q1 		$207K Sell
2024
Q4 		$350K Buy
2024
Q3 		$174K Buy
2024
Q2 		$80.3K Buy
2024
Q1 		$79.5K Buy