MassMutual Private Wealth & Trust’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 | $23.3K | Sell |
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|
2025
Q1 | $16.4K | Buy |
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|
2024
Q4 | $4.34K | Buy |
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|
2024
Q3 | $1.76K | Sell |
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|
2024
Q2 | $2.31K | Buy |
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|
2024
Q1 | $2.32K | Buy |
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|
2023
Q4 | $2.23K | Sell |
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|
2023
Q3 | $1.81K | Hold |
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|
2023
Q2 | $1.89K | Buy |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $3K | Buy |
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