JPMorgan Chase & Co’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
Q2 | $86.9M | Buy |
|
|||||
|
2025
Q1 | $50M | Buy |
|
|||||
|
2024
Q4 | $11.5M | Sell |
|
|||||
|
2024
Q3 | $58.7M | Buy |
|
|||||
|
2024
Q2 | $25.5M | Sell |
|
|||||
|
2024
Q1 | $49M | Buy |
|
|||||
|
2023
Q4 | $35.9M | Sell |
|
|||||
|
2023
Q3 | $29.4M | Sell |
|
|||||
|
2023
Q2 | $48.5M | Buy |
|
|||||
|
2023
Q1 | $23.3M | Buy |
|
|||||
|
2022
Q4 | $17.4M | Sell |
|
|||||
|
2022
Q3 | $21.1M | Sell |
|
|||||
|
2022
Q2 | $24.7M | Buy |
|
|||||
|
2022
Q1 | $21.8M | Buy |
|
|||||
|
2021
Q4 | $25.4M | Buy |
|
|||||
|
2021
Q3 | $11.4M | Buy |
|
|||||
|
2021
Q2 | $6.1M | Buy |
|
|||||
|
2021
Q1 | $2.54M | Buy |
|