Lazard Asset Management’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 | $652K | Sell |
35,909
-27,571
| -43% | -$501K | ﹤0.01% | 1423 |
|
|
2025
Q1 | $737K | Buy |
63,480
+43,831
| +223% | +$509K | ﹤0.01% | 1307 |
|
|
2024
Q4 | $301K | Buy |
19,649
+9,539
| +94% | +$146K | ﹤0.01% | 1504 |
|
|
2024
Q3 | $78K | Sell |
10,110
-151
| -1% | -$1.17K | ﹤0.01% | 1833 |
|
|
2024
Q2 | $67K | Buy |
10,261
+5,053
| +97% | +$33K | ﹤0.01% | 1873 |
|
|
2024
Q1 | $37K | Buy |
5,208
+23
| +0.4% | +$163 | ﹤0.01% | 1777 |
|
|
2023
Q4 | $51K | Hold |
5,185
| – | – | ﹤0.01% | 1888 |
|
|
2023
Q3 | $41K | Buy |
5,185
+2,785
| +116% | +$22K | ﹤0.01% | 1912 |
|
|
2023
Q2 | $19K | Buy |
2,400
+2,372
| +8,471% | +$18.8K | ﹤0.01% | 2107 |
|
|
2023
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 2563 |
|
|
2022
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 2546 |
|
|
2022
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 2563 |
|
|
2022
Q1 | $0 | Sell |
28
-25,915
| -100% | – | ﹤0.01% | 2520 |
|
|
2021
Q4 | $410K | Buy |
+25,943
| New | +$410K | ﹤0.01% | 1139 |
|