LPL Financial’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 | $38.8M | Buy |
2,130,776
+318,146
| +18% | +$5.79M | 0.01% | 894 |
|
|
2025
Q1 | $21.1M | Buy |
1,812,630
+209,290
| +13% | +$2.43M | 0.01% | 1116 |
|
|
2024
Q4 | $24.7M | Sell |
1,603,340
-22,451
| -1% | -$346K | 0.01% | 968 |
|
|
2024
Q3 | $12.8M | Buy |
1,625,791
+83,396
| +5% | +$655K | 0.01% | 1299 |
|
|
2024
Q2 | $10.2M | Buy |
1,542,395
+182,313
| +13% | +$1.21M | 0.01% | 1362 |
|
|
2024
Q1 | $9.93M | Buy |
1,360,082
+371,151
| +38% | +$2.71M | 0.01% | 1333 |
|
|
2023
Q4 | $9.84M | Buy |
988,931
+84,870
| +9% | +$844K | 0.01% | 1264 |
|
|
2023
Q3 | $7.22M | Buy |
904,061
+42,419
| +5% | +$339K | 0.01% | 1362 |
|
|
2023
Q2 | $7.19M | Buy |
861,642
+61,086
| +8% | +$509K | 0.01% | 1348 |
|
|
2023
Q1 | $4.86M | Sell |
800,556
-69,900
| -8% | -$424K | ﹤0.01% | 1527 |
|
|
2022
Q4 | $4.01M | Buy |
870,456
+214,922
| +33% | +$991K | ﹤0.01% | 1591 |
|
|
2022
Q3 | $3.2M | Buy |
655,534
+23,030
| +4% | +$112K | ﹤0.01% | 1666 |
|
|
2022
Q2 | $3.33M | Buy |
+632,504
| New | +$3.33M | ﹤0.01% | 1650 |
|
|
2022
Q1 | – | Sell |
-369,551
| Closed | -$5.84M | – | 4355 |
|
|
2021
Q4 | $5.84M | Buy |
369,551
+210,003
| +132% | +$3.32M | ﹤0.01% | 1356 |
|
|
2021
Q3 | $2.53M | Buy |
159,548
+95,456
| +149% | +$1.52M | ﹤0.01% | 1873 |
|
|
2021
Q2 | $1.23M | Buy |
64,092
+24,735
| +63% | +$474K | ﹤0.01% | 2392 |
|
|
2021
Q1 | $675K | Buy |
39,357
+18,491
| +89% | +$317K | ﹤0.01% | 2753 |
|
|
2020
Q4 | $260K | Buy |
+20,866
| New | +$260K | ﹤0.01% | 3312 |
|