Means Investment Company’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
$986K Buy
2025
Q1
$562K Sell
2024
Q4
$786K Buy
2024
Q3
$400K Sell
2024
Q2
$361K Sell
2024
Q1
$421K Sell
2023
Q4
$605K Buy
2023
Q3
$447K Sell
2023
Q2
$479K Buy
2023
Q1
$312K Buy
2022
Q4
$160K Sell
2022
Q3
$460K Buy
2022
Q2
$478K Buy
2022
Q1
$572K Buy
2021
Q4
$169K Buy