Fidelity Investments’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 | $9.8M | Sell |
538,296
-802,973
| -60% | -$14.6M | ﹤0.01% | 1940 |
|
2025
Q1 | $15.6M | Buy |
1,341,269
+344,254
| +35% | +$4M | ﹤0.01% | 1762 |
|
2024
Q4 | $15.4M | Buy |
997,015
+904,383
| +976% | +$13.9M | ﹤0.01% | 1807 |
|
2024
Q3 | $728K | Buy |
92,632
+56,279
| +155% | +$442K | ﹤0.01% | 2711 |
|
2024
Q2 | $240K | Sell |
36,353
-20,685
| -36% | -$137K | ﹤0.01% | 2972 |
|
2024
Q1 | $416K | Sell |
57,038
-1,744
| -3% | -$12.7K | ﹤0.01% | 2783 |
|
2023
Q4 | $585K | Sell |
58,782
-2,259,123
| -97% | -$22.5M | ﹤0.01% | 2638 |
|
2023
Q3 | $18.5M | Buy |
2,317,905
+2,301,624
| +14,137% | +$18.4M | ﹤0.01% | 1610 |
|
2023
Q2 | $136K | Sell |
16,281
-878,522
| -98% | -$7.33M | ﹤0.01% | 3064 |
|
2023
Q1 | $5.43M | Buy |
894,803
+880,460
| +6,139% | +$5.34M | ﹤0.01% | 2067 |
|
2022
Q4 | $66.1K | Buy |
14,343
+1,901
| +15% | +$8.76K | ﹤0.01% | 3352 |
|
2022
Q3 | $60K | Buy |
12,442
+8,754
| +237% | +$42.2K | ﹤0.01% | 3425 |
|
2022
Q2 | $19K | Sell |
3,688
-159,031
| -98% | -$819K | ﹤0.01% | 3902 |
|
2022
Q1 | $1.54M | Sell |
162,719
-2,387,640
| -94% | -$22.6M | ﹤0.01% | 2679 |
|
2021
Q4 | $40.3M | Buy |
2,550,359
+50,019
| +2% | +$791K | ﹤0.01% | 1511 |
|
2021
Q3 | $39.7M | Sell |
2,500,340
-2,999,667
| -55% | -$47.6M | ﹤0.01% | 1517 |
|
2021
Q2 | $105M | Buy |
5,500,007
+5,499,977
| +18,333,257% | +$105M | 0.01% | 1102 |
|
2021
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3879 |
|