MML Investors Services’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 | $5.66M | Buy |
310,612
+41,593
| +15% | +$757K | 0.02% | 737 |
|
|
2025
Q1 | $3.13M | Sell |
269,019
-939,041
| -78% | -$10.9M | 0.01% | 957 |
|
|
2024
Q4 | $18.6M | Sell |
1,208,060
-281,872
| -19% | -$4.34M | 0.06% | 296 |
|
|
2024
Q3 | $11.7M | Buy |
1,489,932
+195,236
| +15% | +$1.53M | 0.04% | 386 |
|
|
2024
Q2 | $8.56M | Buy |
1,294,696
+534,998
| +70% | +$3.54M | 0.03% | 446 |
|
|
2024
Q1 | $5.55M | Sell |
759,698
-2,882
| -0.4% | -$21K | 0.02% | 603 |
|
|
2023
Q4 | $7.59M | Buy |
762,580
+46,438
| +6% | +$462K | 0.04% | 462 |
|
|
2023
Q3 | $5.72M | Buy |
716,142
+20,561
| +3% | +$164K | 0.03% | 490 |
|
|
2023
Q2 | $5.8M | Buy |
695,581
+126,927
| +22% | +$1.06M | 0.03% | 479 |
|
|
2023
Q1 | $3.45M | Buy |
568,654
+19,875
| +4% | +$121K | 0.02% | 583 |
|
|
2022
Q4 | $2.53M | Buy |
548,779
+21,132
| +4% | +$97.4K | 0.02% | 731 |
|
|
2022
Q3 | $2.58M | Buy |
527,647
+46,641
| +10% | +$228K | 0.02% | 653 |
|
|
2022
Q2 | $2.54M | Buy |
481,006
+141,136
| +42% | +$744K | 0.02% | 661 |
|
|
2022
Q1 | $3.21M | Buy |
339,870
+25,512
| +8% | +$241K | 0.02% | 605 |
|
|
2021
Q4 | $4.97M | Buy |
314,358
+33,183
| +12% | +$525K | 0.04% | 444 |
|
|
2021
Q3 | $4.47M | Buy |
281,175
+151,955
| +118% | +$2.41M | 0.04% | 448 |
|
|
2021
Q2 | $2.48M | Buy |
129,220
+85,995
| +199% | +$1.65M | 0.02% | 634 |
|
|
2021
Q1 | $741K | Buy |
+43,225
| New | +$741K | 0.01% | 1069 |
|