Equitable Holdings’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 | $566K | Sell |
31,090
-7,435
| -19% | -$135K | ﹤0.01% | 966 |
|
|
2025
Q1 | $448K | Sell |
38,525
-5,064
| -12% | -$58.9K | ﹤0.01% | 950 |
|
|
2024
Q4 | $671K | Sell |
43,589
-23,635
| -35% | -$364K | 0.01% | 788 |
|
|
2024
Q3 | $528K | Sell |
67,224
-67,723
| -50% | -$532K | 0.01% | 847 |
|
|
2024
Q2 | $892K | Buy |
134,947
+39,482
| +41% | +$261K | 0.01% | 675 |
|
|
2024
Q1 | $697K | Buy |
95,465
+18,967
| +25% | +$138K | 0.01% | 707 |
|
|
2023
Q4 | $761K | Buy |
76,498
+44,725
| +141% | +$445K | 0.01% | 645 |
|
|
2023
Q3 | $254K | Sell |
31,773
-33,413
| -51% | -$267K | ﹤0.01% | 923 |
|
|
2023
Q2 | $544K | Buy |
65,186
+33,123
| +103% | +$276K | 0.01% | 680 |
|
|
2023
Q1 | $195K | Buy |
32,063
+500
| +2% | +$3.04K | ﹤0.01% | 930 |
|
|
2022
Q4 | $146K | Sell |
31,563
-13,592
| -30% | -$62.7K | ﹤0.01% | 872 |
|
|
2022
Q3 | $220K | Buy |
45,155
+15,658
| +53% | +$76.3K | ﹤0.01% | 779 |
|
|
2022
Q2 | $155K | Buy |
29,497
+3,577
| +14% | +$18.8K | ﹤0.01% | 830 |
|
|
2022
Q1 | $245K | Buy |
25,920
+12,450
| +92% | +$118K | ﹤0.01% | 782 |
|
|
2021
Q4 | $213K | Buy |
+13,470
| New | +$213K | ﹤0.01% | 814 |
|