JPMorgan Chase & Co’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 | $86.9M | Buy |
4,769,174
+468,010
| +11% | +$8.52M | 0.01% | 922 |
|
|
2025
Q1 | $50M | Buy |
4,301,164
+3,555,308
| +477% | +$41.3M | ﹤0.01% | 1182 |
|
|
2024
Q4 | $11.5M | Sell |
745,856
-6,726,519
| -90% | -$104M | ﹤0.01% | 2133 |
|
|
2024
Q3 | $58.7M | Buy |
7,472,375
+3,617,201
| +94% | +$28.4M | ﹤0.01% | 1107 |
|
|
2024
Q2 | $25.5M | Sell |
3,855,174
-2,856,684
| -43% | -$18.9M | ﹤0.01% | 1506 |
|
|
2024
Q1 | $49M | Buy |
6,711,858
+3,108,341
| +86% | +$22.7M | ﹤0.01% | 1178 |
|
|
2023
Q4 | $35.9M | Sell |
3,603,517
-77,040
| -2% | -$767K | ﹤0.01% | 1273 |
|
|
2023
Q3 | $29.4M | Sell |
3,680,557
-2,138,480
| -37% | -$17.1M | ﹤0.01% | 1274 |
|
|
2023
Q2 | $48.5M | Buy |
5,819,037
+1,985,636
| +52% | +$16.6M | 0.01% | 1054 |
|
|
2023
Q1 | $23.3M | Buy |
3,833,401
+68,179
| +2% | +$414K | ﹤0.01% | 1375 |
|
|
2022
Q4 | $17.4M | Sell |
3,765,222
-553,053
| -13% | -$2.55M | ﹤0.01% | 1520 |
|
|
2022
Q3 | $21.1M | Sell |
4,318,275
-366,167
| -8% | -$1.79M | ﹤0.01% | 1360 |
|
|
2022
Q2 | $24.7M | Buy |
4,684,442
+2,378,268
| +103% | +$12.5M | ﹤0.01% | 1292 |
|
|
2022
Q1 | $21.8M | Buy |
2,306,174
+697,242
| +43% | +$6.59M | ﹤0.01% | 1489 |
|
|
2021
Q4 | $25.4M | Buy |
1,608,932
+889,102
| +124% | +$14.1M | ﹤0.01% | 1415 |
|
|
2021
Q3 | $11.4M | Buy |
719,830
+401,502
| +126% | +$6.38M | ﹤0.01% | 1957 |
|
|
2021
Q2 | $6.1M | Buy |
318,328
+169,939
| +115% | +$3.26M | ﹤0.01% | 2515 |
|
|
2021
Q1 | $2.55M | Buy |
+148,389
| New | +$2.55M | ﹤0.01% | 3082 |
|