Northwestern Mutual Wealth Management’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
Q2 | $3.05M | Buy |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $2.93M | Sell |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $906K | Buy |
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|
2023
Q2 | $892K | Sell |
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|
2023
Q1 | $666K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $189K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $343K | Buy |
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|
2021
Q2 | $61K | Buy |
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