Morgan Stanley’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 | $249M | Sell |
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|
2025
Q1 | $160M | Buy |
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|
2024
Q4 | $209M | Buy |
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|
2024
Q3 | $93.8M | Sell |
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|
2024
Q2 | $105M | Buy |
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|
2024
Q1 | $110M | Sell |
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|
2023
Q4 | $214M | Buy |
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|
2023
Q3 | $70.4M | Sell |
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|
2023
Q2 | $101M | Buy |
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|
2023
Q1 | $39.3M | Buy |
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|
2022
Q4 | $28.3M | Sell |
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|
2022
Q3 | $34.2M | Sell |
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|
2022
Q2 | $42.3M | Buy |
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|
2022
Q1 | $70.9M | Buy |
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|
2021
Q4 | $71M | Buy |
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|
2021
Q3 | $46.3M | Buy |
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|
2021
Q2 | $23.7M | Buy |
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|
2021
Q1 | $13.8M | Buy |
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|
2020
Q4 | $383K | Buy |
|