Jefferies Financial Group’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
$13.4M Buy
2025
Q2
$594K Buy
2025
Q1
$361K Sell
2024
Q4
$1.16M Buy
2024
Q1
Sell
2023
Q4
$1.84M Buy
2023
Q3
$2.01K Buy
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$215K Buy