MPWT
MassMutual Private Wealth & Trust’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Sell |
1,282
-132
| -9% | -$2.4K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $16.4K | Buy |
1,414
+1,132
| +401% | +$13.2K | ﹤0.01% | 1106 |
|
|
2024
Q4 | $4.34K | Buy |
282
+58
| +26% | +$893 | ﹤0.01% | 1577 |
|
|
2024
Q3 | $1.76K | Sell |
224
-125
| -36% | -$983 | ﹤0.01% | 1685 |
|
|
2024
Q2 | $2.31K | Buy |
349
+31
| +10% | +$205 | ﹤0.01% | 1581 |
|
|
2024
Q1 | $2.32K | Buy |
318
+94
| +42% | +$686 | ﹤0.01% | 1495 |
|
|
2023
Q4 | $2.23K | Sell |
224
-3
| -1% | -$30 | ﹤0.01% | 1467 |
|
|
2023
Q3 | $1.81K | Hold |
227
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q2 | $1.89K | Buy |
+227
| New | +$1.89K | ﹤0.01% | 1486 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1903 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1846 |
|
|
2022
Q3 | – | Sell |
-172
| Closed | -$1K | – | 1800 |
|
|
2022
Q2 | $1K | Sell |
172
-292
| -63% | -$1.7K | ﹤0.01% | 1412 |
|
|
2022
Q1 | $4K | Hold |
464
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q4 | $7K | Hold |
464
| – | – | ﹤0.01% | 825 |
|
|
2021
Q3 | $7K | Hold |
464
| – | – | ﹤0.01% | 804 |
|
|
2021
Q2 | $9K | Hold |
464
| – | – | ﹤0.01% | 698 |
|
|
2021
Q1 | $8K | Buy |
464
+216
| +87% | +$3.72K | ﹤0.01% | 646 |
|
|
2020
Q4 | $3K | Buy |
+248
| New | +$3K | ﹤0.01% | 754 |
|