Franklin Resources’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
13,796
+2,596
| +23% | +$47.3K | ﹤0.01% | 2626 |
|
|
2025
Q1 | $130K | Buy |
+11,200
| New | +$130K | ﹤0.01% | 2770 |
|
|
2022
Q2 | – | Sell |
-11,545
| Closed | -$109K | – | 2455 |
|
|
2022
Q1 | $109K | Sell |
11,545
-5,142,731
| -100% | -$48.6M | ﹤0.01% | 2282 |
|
|
2021
Q4 | $81.5M | Buy |
5,154,276
+1,551,337
| +43% | +$24.5M | 0.03% | 511 |
|
|
2021
Q3 | $57.2M | Sell |
3,602,939
-5,468
| -0.2% | -$86.8K | 0.02% | 606 |
|
|
2021
Q2 | $69.2M | Buy |
3,608,407
+8,389
| +0.2% | +$161K | 0.03% | 550 |
|
|
2021
Q1 | $61.7M | Buy |
+3,600,018
| New | +$61.7M | 0.03% | 553 |
|