Morgan Stanley’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 | $249M | Sell |
13,696,769
-68,185
| -0.5% | -$1.24M | 0.02% | 763 |
|
|
2025
Q1 | $160M | Buy |
13,764,954
+212,788
| +2% | +$2.47M | 0.01% | 969 |
|
|
2024
Q4 | $209M | Buy |
13,552,166
+1,619,565
| +14% | +$24.9M | 0.01% | 815 |
|
|
2024
Q3 | $93.8M | Sell |
11,932,601
-3,991,715
| -25% | -$31.4M | 0.01% | 1295 |
|
|
2024
Q2 | $105M | Buy |
15,924,316
+847,234
| +6% | +$5.6M | 0.01% | 1150 |
|
|
2024
Q1 | $110M | Sell |
15,077,082
-6,467,792
| -30% | -$47.2M | 0.01% | 1123 |
|
|
2023
Q4 | $214M | Buy |
21,544,874
+12,730,129
| +144% | +$127M | 0.01% | 1109 |
|
|
2023
Q3 | $70.4M | Sell |
8,814,745
-3,271,091
| -27% | -$26.1M | 0.01% | 1290 |
|
|
2023
Q2 | $101M | Buy |
12,085,836
+5,604,063
| +86% | +$46.7M | 0.01% | 1086 |
|
|
2023
Q1 | $39.3M | Buy |
6,481,773
+336,109
| +5% | +$2.04M | ﹤0.01% | 1767 |
|
|
2022
Q4 | $28.3M | Sell |
6,145,664
-866,472
| -12% | -$3.99M | ﹤0.01% | 1997 |
|
|
2022
Q3 | $34.2M | Sell |
7,012,136
-1,008,389
| -13% | -$4.92M | ﹤0.01% | 1635 |
|
|
2022
Q2 | $42.3M | Buy |
8,020,525
+515,370
| +7% | +$2.72M | 0.01% | 1511 |
|
|
2022
Q1 | $70.9M | Buy |
7,505,155
+3,015,078
| +67% | +$28.5M | 0.01% | 1073 |
|
|
2021
Q4 | $71M | Buy |
4,490,077
+1,573,151
| +54% | +$24.9M | 0.01% | 1118 |
|
|
2021
Q3 | $46.3M | Buy |
2,916,926
+1,678,699
| +136% | +$26.7M | 0.01% | 1345 |
|
|
2021
Q2 | $23.7M | Buy |
1,238,227
+431,140
| +53% | +$8.26M | ﹤0.01% | 1972 |
|
|
2021
Q1 | $13.8M | Buy |
807,087
+776,353
| +2,526% | +$13.3M | ﹤0.01% | 2307 |
|
|
2020
Q4 | $383K | Buy |
+30,734
| New | +$383K | ﹤0.01% | 5239 |
|