HighTower 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
$3.19M Sell
2025
Q1
$2.15M Sell
2024
Q4
$3.12M Buy
2024
Q3
$1.57M Sell
2024
Q2
$1.34M Sell
2024
Q1
$1.75M Buy
2023
Q4
$1.84M Sell
2023
Q3
$1.92M Buy
2023
Q2
$1.98M Buy
2023
Q1
$1.3M Buy
2022
Q4
$659K Sell
2022
Q3
$1.09M Buy
2022
Q2
$774K Sell
2022
Q1
$3.51M Buy
2021
Q4
$1.69M Buy
2021
Q3
$1.43M Buy