HM Payson & Co’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
Q3 | $2.64K | Hold |
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|
2025
Q2 | $1.82K | Hold |
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|
2025
Q1 | $1.16K | Hold |
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|
2024
Q4 | $1.54K | Hold |
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|
2024
Q3 | $786 | Hold |
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|
2024
Q2 | $661 | Hold |
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|
2024
Q1 | $730 | Hold |
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|
2023
Q4 | $995 | Hold |
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|
2023
Q3 | $799 | Hold |
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|
2023
Q2 | $834 | Hold |
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|
2023
Q1 | $607 | Hold |
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|
2022
Q4 | $461 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Buy |
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