NRI
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NFP Retirement Inc’s SoFi Technologies SOFI Stock Holding History

NFP Retirement Inc’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-572,437
Closed -$10.4M – 317
2025
Q2 		$10.4M Hold
572,437
– – 0.69% 35
2025
Q1 		$6.66M Sell
572,437
-3,550
-0.6% -$51.2K 0.53% 37
2024
Q4 		$8.87M Sell
575,987
-1
-0% -$13 0.7% 29
2024
Q3 		$4.53M Hold
575,988
– – 0.37% 42
2024
Q2 		$3.81M Sell
575,988
-70
-0% -$494 0.32% 50
2024
Q1 		$4.21M Buy
+576,058
New +$4.58M 0.36% 44

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