EWM
Evercore Wealth Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,000
| Closed | -$385K | – | 428 |
|
|
2024
Q4 | $385K | Hold |
25,000
| – | – | 0.01% | 309 |
|
|
2024
Q3 | $197K | Sell |
25,000
-10,849
| -30% | -$85.3K | ﹤0.01% | 405 |
|
|
2024
Q2 | $237K | Buy |
35,849
+25,000
| +230% | +$165K | ﹤0.01% | 367 |
|
|
2024
Q1 | $79.2K | Hold |
10,849
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $108K | Hold |
10,849
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $86.7K | Hold |
10,849
| – | – | ﹤0.01% | 399 |
|
|
2023
Q2 | $90.5K | Hold |
10,849
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $65.9K | Hold |
10,849
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $50K | Hold |
10,849
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $53K | Hold |
10,849
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $57K | Hold |
10,849
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $103K | Hold |
10,849
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $172K | Buy |
+10,849
| New | +$172K | ﹤0.01% | 416 |
|