Nisa Investment Advisors’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 | $3.88M | Buy |
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|
2025
Q2 | $2.58M | Hold |
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|
2025
Q1 | $1.65M | Hold |
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|
2024
Q4 | $2.18M | Hold |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $956K | Sell |
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|
2024
Q1 | $1.6M | Hold |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $1.93M | Hold |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $1.36M | Buy |
|