HighTower Advisors’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 | $3.19M | Sell |
175,327
-9,156
| -5% | -$167K | ﹤0.01% | 1311 |
|
|
2025
Q1 | $2.15M | Sell |
184,483
-17,869
| -9% | -$208K | ﹤0.01% | 1491 |
|
|
2024
Q4 | $3.12M | Buy |
202,352
+2,878
| +1% | +$44.3K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $1.57M | Sell |
199,474
-3,446
| -2% | -$27.1K | ﹤0.01% | 1652 |
|
|
2024
Q2 | $1.34M | Sell |
202,920
-36,714
| -15% | -$242K | ﹤0.01% | 1687 |
|
|
2024
Q1 | $1.75M | Buy |
239,634
+54,264
| +29% | +$396K | ﹤0.01% | 1500 |
|
|
2023
Q4 | $1.84M | Sell |
185,370
-54,140
| -23% | -$538K | ﹤0.01% | 1475 |
|
|
2023
Q3 | $1.92M | Buy |
239,510
+1,715
| +0.7% | +$13.7K | ﹤0.01% | 1397 |
|
|
2023
Q2 | $1.98M | Buy |
237,795
+23,454
| +11% | +$196K | ﹤0.01% | 1355 |
|
|
2023
Q1 | $1.3M | Buy |
214,341
+69,869
| +48% | +$424K | ﹤0.01% | 1531 |
|
|
2022
Q4 | $659K | Sell |
144,472
-79,730
| -36% | -$364K | ﹤0.01% | 1920 |
|
|
2022
Q3 | $1.09M | Buy |
224,202
+77,508
| +53% | +$376K | ﹤0.01% | 1554 |
|
|
2022
Q2 | $774K | Sell |
146,694
-221,009
| -60% | -$1.17M | ﹤0.01% | 1782 |
|
|
2022
Q1 | $3.51M | Buy |
367,703
+260,680
| +244% | +$2.49M | 0.01% | 1067 |
|
|
2021
Q4 | $1.69M | Buy |
107,023
+16,886
| +19% | +$267K | ﹤0.01% | 1453 |
|
|
2021
Q3 | $1.43M | Buy |
+90,137
| New | +$1.43M | ﹤0.01% | 1447 |
|