Northwestern Mutual Wealth Management’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 | $3.05M | Buy |
167,516
+30,006
| +22% | +$546K | ﹤0.01% | 830 |
|
|
2025
Q1 | $1.6M | Sell |
137,510
-52,729
| -28% | -$613K | ﹤0.01% | 967 |
|
|
2024
Q4 | $2.93M | Sell |
190,239
-161,067
| -46% | -$2.48M | ﹤0.01% | 757 |
|
|
2024
Q3 | $2.76M | Buy |
351,306
+56,595
| +19% | +$445K | ﹤0.01% | 762 |
|
|
2024
Q2 | $1.95M | Buy |
294,711
+115,316
| +64% | +$762K | ﹤0.01% | 823 |
|
|
2024
Q1 | $1.31M | Buy |
179,395
+62,748
| +54% | +$458K | ﹤0.01% | 924 |
|
|
2023
Q4 | $1.16M | Buy |
116,647
+3,218
| +3% | +$32K | ﹤0.01% | 926 |
|
|
2023
Q3 | $906K | Buy |
113,429
+6,429
| +6% | +$51.4K | ﹤0.01% | 982 |
|
|
2023
Q2 | $892K | Sell |
107,000
-2,678
| -2% | -$22.3K | ﹤0.01% | 974 |
|
|
2023
Q1 | $666K | Buy |
109,678
+30,448
| +38% | +$185K | ﹤0.01% | 1045 |
|
|
2022
Q4 | $365K | Buy |
79,230
+36,817
| +87% | +$170K | ﹤0.01% | 1217 |
|
|
2022
Q3 | $207K | Buy |
42,413
+6,627
| +19% | +$32.3K | ﹤0.01% | 1385 |
|
|
2022
Q2 | $189K | Buy |
35,786
+4,762
| +15% | +$25.2K | ﹤0.01% | 1403 |
|
|
2022
Q1 | $294K | Buy |
31,024
+3,314
| +12% | +$31.4K | ﹤0.01% | 1292 |
|
|
2021
Q4 | $439K | Buy |
27,710
+6,147
| +29% | +$97.4K | ﹤0.01% | 1133 |
|
|
2021
Q3 | $343K | Buy |
21,563
+18,370
| +575% | +$292K | ﹤0.01% | 1138 |
|
|
2021
Q2 | $61K | Buy |
+3,193
| New | +$61K | ﹤0.01% | 1785 |
|