Newman Dignan & Sheerar Inc’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
Q3
Sell
2025
Q2
$366K Buy
2025
Q1
$219K Buy
2024
Q4
$258K Sell
2024
Q3
$206K Buy
2024
Q1
Sell
2023
Q4
$151K Buy
2023
Q1
Sell
2022
Q4
$77.6K Buy
2022
Q1
Sell
2021
Q4
$160K Buy