First Trust Advisors’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
Q2 | $71.9M | Buy |
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|
2025
Q1 | $38.1M | Buy |
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|
2024
Q4 | $41.4M | Buy |
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|
2024
Q3 | $3.09M | Buy |
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|
2024
Q2 | $1.9M | Sell |
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|
2024
Q1 | $4.9M | Sell |
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|
2023
Q4 | $7.45M | Sell |
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|
2023
Q3 | $6.11M | Buy |
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|
2023
Q2 | $5.46M | Buy |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $66K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.85M | Buy |
|