LPL Financial’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 | $38.8M | Buy |
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|
2025
Q1 | $21.1M | Buy |
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|
2024
Q4 | $24.7M | Sell |
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|
2024
Q3 | $12.8M | Buy |
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|
2024
Q2 | $10.2M | Buy |
|
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|
2024
Q1 | $9.93M | Buy |
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|
2023
Q4 | $9.84M | Buy |
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|
2023
Q3 | $7.22M | Buy |
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|
2023
Q2 | $7.19M | Buy |
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|
2023
Q1 | $4.86M | Sell |
|
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|
2022
Q4 | $4.01M | Buy |
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|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $3.33M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.84M | Buy |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $675K | Buy |
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|
2020
Q4 | $260K | Buy |
|