IEQ Capital’s SoFi Technologies SOFI Stock Holding History

IEQ Capital’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$420K	Sell
2024 Q3	$256K	Buy
2024 Q2	$126K	Sell
2024 Q1	$140K	Hold
2023 Q4	$191K	Sell
2023 Q3	$154K	Buy
2023 Q2	$128K	Sell
2023 Q1	$123K	Buy
2022 Q4	$76.1K	Sell
2022 Q3	$81K	Buy