Neuberger Berman Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
45,979
+836
| +2% | +$15.2K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $525K | Buy |
45,143
+241
| +0.5% | +$2.8K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $691K | Sell |
44,902
-573
| -1% | -$8.82K | ﹤0.01% | 1422 |
|
|
2024
Q3 | $357K | Buy |
45,475
+3,078
| +7% | +$24.2K | ﹤0.01% | 1615 |
|
|
2024
Q2 | $280K | Buy |
42,397
+1,827
| +5% | +$12.1K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $296K | Sell |
40,570
-9,853
| -20% | -$71.9K | ﹤0.01% | 1643 |
|
|
2023
Q4 | $502K | Buy |
50,423
+10,533
| +26% | +$105K | ﹤0.01% | 1482 |
|
|
2023
Q3 | $319K | Sell |
39,890
-19,452
| -33% | -$155K | ﹤0.01% | 1577 |
|
|
2023
Q2 | $495K | Sell |
59,342
-11,450
| -16% | -$95.5K | ﹤0.01% | 1448 |
|
|
2023
Q1 | $430K | Buy |
70,792
+33,578
| +90% | +$204K | ﹤0.01% | 1503 |
|
|
2022
Q4 | $172K | Buy |
+37,214
| New | +$172K | ﹤0.01% | 1698 |
|
|
2022
Q2 | – | Sell |
-14,948
| Closed | -$141K | – | 1927 |
|
|
2022
Q1 | $141K | Buy |
+14,948
| New | +$141K | ﹤0.01% | 1831 |
|