Mercer Global Advisors’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
Q3 | $4.73M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $801K | Sell |
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|
2023
Q3 | $772K | Buy |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $192K | Sell |
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|
2022
Q4 | $170K | Buy |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $236K | Sell |
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|
2021
Q3 | $382K | Buy |
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