Macquarie Group’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 | $3.27M | Buy |
+179,424
| New | +$3.27M | ﹤0.01% | 1080 |
|
2023
Q4 | – | Sell |
-427,463
| Closed | -$3.42M | – | 1669 |
|
2023
Q3 | $3.42M | Buy |
+427,463
| New | +$3.42M | ﹤0.01% | 1018 |
|
2022
Q4 | – | Sell |
-18,209
| Closed | -$120K | – | 2298 |
|
2022
Q3 | $120K | Sell |
18,209
-6,391
| -26% | -$42.1K | ﹤0.01% | 1712 |
|
2022
Q2 | $130K | Buy |
24,600
+2,293
| +10% | +$12.1K | ﹤0.01% | 1807 |
|
2022
Q1 | $211 | Sell |
22,307
-4,600,600
| -100% | -$43.5K | ﹤0.01% | 1798 |
|
2021
Q4 | $73.1M | Buy |
4,622,907
+3,097,907
| +203% | +$49M | 0.06% | 400 |
|
2021
Q3 | $24.2M | Hold |
1,525,000
| – | – | 0.02% | 721 |
|
2021
Q2 | $29.2M | Buy |
+1,525,000
| New | +$29.2M | 0.02% | 680 |
|