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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.53M | Buy |
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|
2025
Q2 | $3.05M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $235K | Buy |
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