Janney Montgomery Scott’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.3M | Buy |
270,911
+14,259
| +6% | +$301K | 0.01% | 910 |
|
|
2025
Q4 | $6.72M | Buy |
256,652
+47,380
| +23% | +$1.32M | 0.02% | 765 |
|
|
2025
Q3 | $5.53M | Buy |
209,272
+41,902
| +25% | +$994K | 0.01% | 850 |
|
|
2025
Q2 | $3.05M | Buy |
167,370
+19,439
| +13% | +$256K | 0.01% | 1024 |
|
|
2025
Q1 | $1.72M | Buy |
147,931
+22,187
| +18% | +$320K | ﹤0.01% | 1233 |
|
|
2024
Q4 | $1.94M | Sell |
125,744
-9,319
| -7% | -$121K | 0.01% | 1164 |
|
|
2024
Q3 | $1.06M | Buy |
135,063
+27,958
| +26% | +$203K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $708K | Buy |
107,105
+56,365
| +111% | +$397K | ﹤0.01% | 1654 |
|
|
2024
Q1 | $370K | Sell |
50,740
-62,300
| -55% | -$495K | ﹤0.01% | 2197 |
|
|
2023
Q4 | $1.13M | Buy |
113,040
+27,750
| +33% | +$221K | ﹤0.01% | 1381 |
|
|
2023
Q3 | $681K | Buy |
85,290
+35,750
| +72% | +$314K | ﹤0.01% | 1571 |
|
|
2023
Q2 | $413K | Sell |
49,540
-7,299
| -13% | -$47.6K | ﹤0.01% | 2012 |
|
|
2023
Q1 | $345K | Sell |
56,839
-910
| -2% | -$5.52K | ﹤0.01% | 1966 |
|
|
2022
Q4 | $266K | Buy |
57,749
+2,735
| +5% | +$13.6K | ﹤0.01% | 2203 |
|
|
2022
Q3 | $268K | Sell |
55,014
-7,625
| -12% | -$48.2K | ﹤0.01% | 2088 |
|
|
2022
Q2 | $348K | Buy |
+62,639
| New | +$423K | ﹤0.01% | 1829 |
|
|
2022
Q1 | – | Sell |
-94,013
| Closed | -$1.49M | – | 2420 |
|
|
2021
Q4 | $1.49M | Buy |
94,013
+62,641
| +200% | +$1.15M | 0.01% | 1124 |
|
|
2021
Q3 | $498K | Buy |
31,372
+17,928
| +133% | +$281K | ﹤0.01% | 1655 |
|
|
2021
Q2 | $258K | Sell |
13,444
-250
| -2% | -$4.63K | ﹤0.01% | 2000 |
|
|
2021
Q1 | $235K | Buy |
+13,694
| New | +$270K | ﹤0.01% | 1986 |
|
Other funds holding SOFI
VCM
VPM
