Moors & Cabot’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 | $12.6M | Sell |
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|
2025
Q1 | $8.24M | Buy |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $6.71M | Buy |
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|
2024
Q2 | $5.07M | Sell |
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|
2024
Q1 | $5.72M | Buy |
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|
2023
Q4 | $6.9M | Buy |
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|
2023
Q3 | $5.15M | Buy |
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|
2023
Q2 | $4.59M | Sell |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $2.41M | Buy |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $3.63M | Buy |
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|
2021
Q3 | $3.11M | Buy |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $530K | Buy |
|