First Trust Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.9M | Buy |
3,948,998
+673,524
| +21% | +$12.3M | 0.06% | 414 |
|
|
2025
Q1 | $38.1M | Buy |
3,275,474
+588,807
| +22% | +$6.85M | 0.03% | 651 |
|
|
2024
Q4 | $41.4M | Buy |
2,686,667
+2,293,622
| +584% | +$35.3M | 0.04% | 610 |
|
|
2024
Q3 | $3.09M | Buy |
393,045
+105,073
| +36% | +$826K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $1.9M | Sell |
287,972
-383,646
| -57% | -$2.54M | ﹤0.01% | 1728 |
|
|
2024
Q1 | $4.9M | Sell |
671,618
-77,179
| -10% | -$563K | 0.01% | 1298 |
|
|
2023
Q4 | $7.45M | Sell |
748,797
-16,506
| -2% | -$164K | 0.01% | 1100 |
|
|
2023
Q3 | $6.11M | Buy |
765,303
+110,474
| +17% | +$883K | 0.01% | 1140 |
|
|
2023
Q2 | $5.46M | Buy |
654,829
+552,757
| +542% | +$4.61M | 0.01% | 1194 |
|
|
2023
Q1 | $620K | Sell |
102,072
-128,081
| -56% | -$777K | ﹤0.01% | 2081 |
|
|
2022
Q4 | $1.06M | Buy |
230,153
+216,632
| +1,602% | +$999K | ﹤0.01% | 1944 |
|
|
2022
Q3 | $66K | Buy |
+13,521
| New | +$66K | ﹤0.01% | 2448 |
|
|
2021
Q3 | – | Sell |
-409,600
| Closed | -$7.85M | – | 2630 |
|
|
2021
Q2 | $7.85M | Buy |
+409,600
| New | +$7.85M | 0.01% | 1089 |
|