Newbridge Financial Services Group’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 | $318K | Sell |
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2025
Q1 | $257K | Sell |
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2024
Q4 | $412K | Sell |
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2024
Q3 | $369K | Sell |
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2024
Q2 | $720K | Sell |
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2024
Q1 | $2.11M | Sell |
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2023
Q4 | $2.92M | Buy |
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2023
Q3 | $2.08M | Sell |
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2023
Q2 | $3.04M | Buy |
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2023
Q1 | $1.9M | Buy |
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2022
Q4 | $1.28M | Buy |
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2022
Q3 | $848K | Buy |
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2022
Q2 | $891K | Buy |
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2022
Q1 | $1.4M | Buy |
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2021
Q4 | $2.08M | Buy |
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2021
Q3 | $564K | Buy |
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2021
Q2 | $431K | Buy |
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2021
Q1 | $316K | Buy |
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