Equitable Holdings’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
Q3 | $673K | Sell |
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|
2025
Q2 | $566K | Sell |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $528K | Sell |
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|
2024
Q2 | $892K | Buy |
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|
2024
Q1 | $697K | Buy |
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $544K | Buy |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $213K | Buy |
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