MFGM
SOFI icon

Marshall Financial Group (Maryland)’s SoFi Technologies SOFI Stock Holding History

Marshall Financial Group (Maryland)’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 		$309K Sell
19,451
-798
-4% -$16.8K 0.05% 243
2025
Q4 		$530K Sell
20,249
-1,131
-5% -$31.5K 0.1% 197
2025
Q3 		$565K Buy
21,380
+856
+4% +$20.3K 0.11% 182
2025
Q2 		$395K Sell
20,524
-252
-1% -$3.32K 0.08% 194
2025
Q1 		$242K Buy
20,776
+716
+4% +$10.3K 0.05% 210
2024
Q4 		$309K Sell
20,060
-483
-2% -$6.27K 0.07% 179
2024
Q3 		$161K Buy
20,543
+737
+4% +$5.36K 0.04% 215
2024
Q2 		$131K Buy
19,806
+7,582
+62% +$53.5K 0.04% 166
2024
Q1 		$89.2K Buy
+12,224
New +$97.1K 0.03% 171

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