Kovitz Investment Group Partners
SOFI icon

Kovitz Investment Group Partners’s SoFi Technologies SOFI Stock Holding History

Kovitz Investment Group Partners’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.14M Buy
62,856
+16,807
+36% +$306K ﹤0.01% 770
2025
Q1 		$536K Buy
46,049
+19,236
+72% +$224K ﹤0.01% 878
2024
Q4 		$413K Sell
26,813
-21,868
-45% -$337K ﹤0.01% 945
2024
Q3 		$20K Buy
+48,681
New +$20K ﹤0.01% 1014