Jefferies Financial Group’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 | $594K | Buy |
32,600
+1,560
| +5% | +$28.4K | 0.01% | 629 |
|
|
2025
Q1 | $361K | Sell |
31,040
-44,529
| -59% | -$518K | ﹤0.01% | 935 |
|
|
2024
Q4 | $1.16M | Buy |
+75,569
| New | +$1.16M | 0.01% | 617 |
|
|
2024
Q1 | – | Sell |
-185,001
| Closed | -$1.84M | – | 1514 |
|
|
2023
Q4 | $1.84M | Buy |
185,001
+184,750
| +73,606% | +$1.84M | 0.01% | 476 |
|
|
2023
Q3 | $2.01K | Buy |
+251
| New | +$2.01K | ﹤0.01% | 1106 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1442 |
|
|
2023
Q1 | – | Sell |
-46,700
| Closed | -$215K | – | 1386 |
|
|
2022
Q4 | $215K | Buy |
+46,700
| New | +$215K | ﹤0.01% | 836 |
|