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