MC
Moors & Cabot’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
690,014
-18,665
| -3% | -$340K | 0.58% | 35 |
|
|
2025
Q1 | $8.24M | Buy |
708,679
+36,084
| +5% | +$420K | 0.42% | 49 |
|
|
2024
Q4 | $10.4M | Sell |
672,595
-181,095
| -21% | -$2.79M | 0.49% | 43 |
|
|
2024
Q3 | $6.71M | Buy |
853,690
+86,025
| +11% | +$676K | 0.33% | 63 |
|
|
2024
Q2 | $5.07M | Sell |
767,665
-15,825
| -2% | -$105K | 0.27% | 84 |
|
|
2024
Q1 | $5.72M | Buy |
783,490
+90,509
| +13% | +$661K | 0.31% | 70 |
|
|
2023
Q4 | $6.9M | Buy |
692,981
+48,281
| +7% | +$480K | 0.43% | 46 |
|
|
2023
Q3 | $5.15M | Buy |
644,700
+93,741
| +17% | +$749K | 0.35% | 62 |
|
|
2023
Q2 | $4.59M | Sell |
550,959
-32,000
| -5% | -$267K | 0.31% | 76 |
|
|
2023
Q1 | $3.54M | Buy |
582,959
+59,525
| +11% | +$361K | 0.24% | 98 |
|
|
2022
Q4 | $2.41M | Buy |
523,434
+153,730
| +42% | +$709K | 0.17% | 138 |
|
|
2022
Q3 | $1.8M | Buy |
369,704
+94,208
| +34% | +$460K | 0.14% | 161 |
|
|
2022
Q2 | $1.45M | Buy |
275,496
+14,970
| +6% | +$78.9K | 0.1% | 197 |
|
|
2022
Q1 | $2.46M | Buy |
260,526
+30,635
| +13% | +$290K | 0.15% | 141 |
|
|
2021
Q4 | $3.64M | Buy |
229,891
+34,896
| +18% | +$552K | 0.22% | 97 |
|
|
2021
Q3 | $3.11M | Buy |
194,995
+87,650
| +82% | +$1.4M | 0.2% | 111 |
|
|
2021
Q2 | $2.06M | Buy |
107,345
+76,495
| +248% | +$1.47M | 0.14% | 152 |
|
|
2021
Q1 | $530K | Buy |
+30,850
| New | +$530K | 0.04% | 383 |
|