Nisa Investment Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Hold |
141,700
| – | – | 0.01% | 571 |
|
|
2025
Q1 | $1.65M | Hold |
141,700
| – | – | 0.01% | 695 |
|
|
2024
Q4 | $2.18M | Hold |
141,700
| – | – | 0.01% | 656 |
|
|
2024
Q3 | $1.11M | Sell |
141,700
-3,000
| -2% | -$23.6K | 0.01% | 830 |
|
|
2024
Q2 | $956K | Sell |
144,700
-75,000
| -34% | -$496K | 0.01% | 893 |
|
|
2024
Q1 | $1.6M | Hold |
219,700
| – | – | 0.01% | 749 |
|
|
2023
Q4 | $2.19M | Sell |
219,700
-22,000
| -9% | -$219K | 0.02% | 638 |
|
|
2023
Q3 | $1.93M | Hold |
241,700
| – | – | 0.01% | 679 |
|
|
2023
Q2 | $2.02M | Buy |
241,700
+137,200
| +131% | +$1.14M | 0.01% | 676 |
|
|
2023
Q1 | $634K | Buy |
104,500
+54,200
| +108% | +$329K | 0.01% | 989 |
|
|
2022
Q4 | $232K | Sell |
50,300
-227,700
| -82% | -$1.05M | ﹤0.01% | 1322 |
|
|
2022
Q3 | $1.36M | Buy |
+278,000
| New | +$1.36M | 0.01% | 733 |
|