MHR
Matthew Hamilton Rosenberg’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
12,026
| – | – | 0.05% | 191 |
|
|
2025
Q1 | $140K | Hold |
12,026
| – | – | 0.04% | 251 |
|
|
2024
Q4 | $185K | Hold |
12,026
| – | – | 0.05% | 196 |
|
|
2024
Q3 | $94.5K | Buy |
12,026
+1,226
| +11% | +$9.64K | 0.02% | 331 |
|
|
2024
Q2 | $69.4K | Hold |
10,800
| – | – | 0.02% | 368 |
|
|
2024
Q1 | $78K | Hold |
10,800
| – | – | 0.02% | 362 |
|
|
2023
Q4 | $107K | Hold |
10,800
| – | – | 0.03% | 295 |
|
|
2023
Q3 | $86.3K | Hold |
10,800
| – | – | 0.03% | 317 |
|
|
2023
Q2 | $90.1K | Buy |
10,800
+7,000
| +184% | +$58.4K | 0.03% | 318 |
|
|
2023
Q1 | $23.1K | Hold |
3,800
| – | – | 0.01% | 567 |
|
|
2022
Q4 | $17.5K | Buy |
3,800
+2,200
| +138% | +$10.1K | 0.01% | 588 |
|
|
2022
Q3 | $8K | Buy |
1,600
+1,000
| +167% | +$5K | ﹤0.01% | 673 |
|
|
2022
Q2 | $3K | Buy |
+600
| New | +$3K | ﹤0.01% | 737 |
|
|
2022
Q1 | – | Sell |
-1,350
| Closed | -$21K | – | 761 |
|
|
2021
Q4 | $21K | Hold |
1,350
| – | – | 0.01% | 523 |
|
|
2021
Q3 | $21K | Buy |
+1,350
| New | +$21K | 0.01% | 503 |
|