Evercore Wealth 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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $385K | Hold |
|
|||||
|
2024
Q3 | $197K | Sell |
|
|||||
|
2024
Q2 | $237K | Buy |
|
|||||
|
2024
Q1 | $79.2K | Hold |
|
|||||
|
2023
Q4 | $108K | Hold |
|
|||||
|
2023
Q3 | $86.7K | Hold |
|
|||||
|
2023
Q2 | $90.5K | Hold |
|
|||||
|
2023
Q1 | $65.9K | Hold |
|
|||||
|
2022
Q4 | $50K | Hold |
|
|||||
|
2022
Q3 | $53K | Hold |
|
|||||
|
2022
Q2 | $57K | Hold |
|
|||||
|
2022
Q1 | $103K | Hold |
|
|||||
|
2021
Q4 | $172K | Buy |
|