Kennedy Investment 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 | $803K | Sell |
|
|||||
|
2025
Q2 | $1.06M | Sell |
|
|||||
|
2025
Q1 | $755K | Sell |
|
|||||
|
2024
Q4 | $1.08M | Sell |
|
|||||
|
2024
Q3 | $927K | Buy |
|
|||||
|
2024
Q2 | $767K | Buy |
|
|||||
|
2024
Q1 | $810K | Sell |
|
|||||
|
2023
Q4 | $1.11M | Buy |
|
|||||
|
2023
Q3 | $882K | Buy |
|
|||||
|
2023
Q2 | $754K | Hold |
|
|||||
|
2023
Q1 | $549K | Hold |
|
|||||
|
2022
Q4 | $417K | Buy |
|