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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96M Buy
123,645
+500
+0.4% +$10.5K 0.05% 229
2025
Q4 		$3.22M Buy
123,145
+75,543
+159% +$2.11M 0.07% 184
2025
Q3 		$1.26M Sell
47,602
-15,254
-24% -$362K ﹤0.01% 785
2025
Q2 		$1.14M Buy
62,856
+16,807
+36% +$222K ﹤0.01% 771
2025
Q1 		$536K Buy
46,049
+19,236
+72% +$277K ﹤0.01% 884
2024
Q4 		$413K Sell
26,813
-21,868
-45% -$284K ﹤0.01% 950
2024
Q3 		$20K Buy
+48,681
New +$354K ﹤0.01% 1017

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