Jacobi Capital Management’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 | $192K | Hold |
10,565
| – | – | 0.01% | 580 |
|
|
2025
Q1 | $123K | Hold |
10,565
| – | – | 0.01% | 559 |
|
|
2024
Q4 | $163K | Sell |
10,565
-325
| -3% | -$5.01K | 0.01% | 562 |
|
|
2024
Q3 | $85.6K | Hold |
10,890
| – | – | 0.01% | 553 |
|
|
2024
Q2 | $72K | Sell |
10,890
-500
| -4% | -$3.31K | 0.01% | 512 |
|
|
2024
Q1 | $83.1K | Buy |
11,390
+500
| +5% | +$3.65K | 0.01% | 476 |
|
|
2023
Q4 | $108K | Hold |
10,890
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $87K | Hold |
10,890
| – | – | 0.01% | 429 |
|
|
2023
Q2 | $90.8K | Hold |
10,890
| – | – | 0.01% | 437 |
|
|
2023
Q1 | $66.1K | Buy |
+10,890
| New | +$66.1K | 0.01% | 420 |
|