HSBC Holdings’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 | $232K | Sell |
12,491
-4,614
| -27% | -$85.7K | ﹤0.01% | 2137 |
|
|
2025
Q1 | $197K | Buy |
17,105
+4,100
| +32% | +$47.2K | ﹤0.01% | 2181 |
|
|
2024
Q4 | $204K | Buy |
+13,005
| New | +$204K | ﹤0.01% | 2294 |
|
|
2024
Q3 | – | Sell |
-719,243
| Closed | -$4.71M | – | 2714 |
|
|
2024
Q2 | $4.71M | Buy |
719,243
+554,866
| +338% | +$3.64M | ﹤0.01% | 901 |
|
|
2024
Q1 | $1.2M | Buy |
164,377
+153,314
| +1,386% | +$1.12M | ﹤0.01% | 1361 |
|
|
2023
Q4 | $110K | Buy |
+11,063
| New | +$110K | ﹤0.01% | 2118 |
|
|
2023
Q3 | – | Sell |
-393,510
| Closed | -$3.34M | – | 2265 |
|
|
2023
Q2 | $3.34M | Buy |
393,510
+370,107
| +1,581% | +$3.14M | ﹤0.01% | 998 |
|
|
2023
Q1 | $142K | Sell |
23,403
-3,146
| -12% | -$19K | ﹤0.01% | 2026 |
|
|
2022
Q4 | $120K | Sell |
26,549
-132,649
| -83% | -$598K | ﹤0.01% | 2396 |
|
|
2022
Q3 | $781K | Buy |
159,198
+22,593
| +17% | +$111K | ﹤0.01% | 1566 |
|
|
2022
Q2 | $735K | Buy |
136,605
+49,631
| +57% | +$267K | ﹤0.01% | 1733 |
|
|
2022
Q1 | $823K | Sell |
86,974
-48,887
| -36% | -$463K | ﹤0.01% | 1758 |
|
|
2021
Q4 | $2.15M | Buy |
135,861
+30,775
| +29% | +$488K | ﹤0.01% | 1312 |
|
|
2021
Q3 | $1.67M | Buy |
105,086
+33,586
| +47% | +$533K | ﹤0.01% | 1270 |
|
|
2021
Q2 | $1.37M | Buy |
+71,500
| New | +$1.37M | ﹤0.01% | 1279 |
|