IIM
INTECH Investment Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
139,348
-41,450
| -23% | -$755K | 0.02% | 620 |
|
|
2025
Q1 | $2.1M | Buy |
180,798
+20,056
| +12% | +$233K | 0.02% | 722 |
|
|
2024
Q4 | $2.48M | Buy |
+160,742
| New | +$2.48M | 0.02% | 587 |
|
|
2023
Q4 | – | Sell |
-44,870
| Closed | -$359K | – | 746 |
|
|
2023
Q3 | $359K | Buy |
+44,870
| New | +$359K | 0.01% | 627 |
|