Harvest Fund Management’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
$375K Buy
+20,593
New +$375K 0.02% 272
2025
Q1
Sell
-71,099
Closed -$1.1M 834
2024
Q4
$1.1M Buy
+71,099
New +$1.1M 0.05% 204
2023
Q2
Sell
-5,826
Closed -$35K 767
2023
Q1
$35K Buy
+5,826
New +$35K 0.01% 528