Jacobi Capital Management’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 | $279K | Hold |
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2025
Q2 | $192K | Hold |
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|
2025
Q1 | $123K | Hold |
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|
2024
Q4 | $163K | Sell |
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|
2024
Q3 | $85.6K | Hold |
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|
2024
Q2 | $72K | Sell |
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|
2024
Q1 | $83.1K | Buy |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $87K | Hold |
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|
2023
Q2 | $90.8K | Hold |
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|
2023
Q1 | $66.1K | Buy |
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