Jacobi Capital Management’s SoFi Technologies SOFI Stock Holding History

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