Merit Financial Group’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 | $1.75M | Buy |
|
|||||
|
2025
Q2 | $418K | Buy |
|
|||||
|
2025
Q1 | $213K | Sell |
|
|||||
|
2024
Q4 | $480K | Buy |
|
|||||
|
2024
Q3 | $148K | Buy |
|
|||||
|
2024
Q2 | $119K | Sell |
|
|||||
|
2024
Q1 | $150K | Buy |
|
|||||
|
2023
Q4 | $191K | Sell |
|
|||||
|
2023
Q3 | $164K | Buy |
|
|||||
|
2023
Q2 | $170K | Buy |
|
|||||
|
2023
Q1 | $74.5K | Buy |
|