Mizuho Markets Americas’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.8M | Sell |
976,644
-2,211,300
| -69% | -$40.3M | 0.54% | 39 |
|
2025
Q1 | $37.1M | Buy |
3,187,944
+279,855
| +10% | +$3.25M | 0.76% | 28 |
|
2024
Q4 | $44.8M | Sell |
2,908,089
-34,648
| -1% | -$534K | 0.8% | 34 |
|
2024
Q3 | $23.1M | Sell |
2,942,737
-103,000
| -3% | -$810K | 0.48% | 37 |
|
2024
Q2 | $20.1M | Buy |
3,045,737
+2,440,745
| +403% | +$16.1M | 0.48% | 37 |
|
2024
Q1 | $4.42M | Sell |
604,992
-635,706
| -51% | -$4.64M | 0.11% | 123 |
|
2023
Q4 | $12.3M | Buy |
1,240,698
+677,000
| +120% | +$6.74M | 0.35% | 34 |
|
2023
Q3 | $4.5M | Sell |
563,698
-578,300
| -51% | -$4.62M | 0.16% | 65 |
|
2023
Q2 | $9.52M | Sell |
1,141,998
-134,800
| -11% | -$1.12M | 0.62% | 10 |
|
2023
Q1 | $7.75M | Buy |
1,276,798
+34,000
| +3% | +$206K | 0.31% | 39 |
|
2022
Q4 | $5.73M | Sell |
1,242,798
-245,000
| -16% | -$1.13M | 0.34% | 63 |
|
2022
Q3 | $7.26M | Buy |
1,487,798
+1,331,600
| +853% | +$6.5M | 0.32% | 73 |
|
2022
Q2 | $823K | Sell |
156,198
-1,473,400
| -90% | -$7.76M | 0.06% | 61 |
|
2022
Q1 | $15.4M | Sell |
1,629,598
-49,175
| -3% | -$465K | 0.94% | 16 |
|
2021
Q4 | $26.5M | Buy |
1,678,773
+1,298,773
| +342% | +$20.5M | 1.38% | 13 |
|
2021
Q3 | $6.03M | Buy |
+380,000
| New | +$6.03M | 0.48% | 23 |
|