Oppenheimer & Co’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 | $3.25M | Sell |
178,605
-63,549
| -26% | -$1.16M | 0.04% | 445 |
|
|
2025
Q1 | $2.82M | Sell |
242,154
-123,285
| -34% | -$1.43M | 0.04% | 457 |
|
|
2024
Q4 | $5.63M | Buy |
365,439
+118,288
| +48% | +$1.82M | 0.08% | 258 |
|
|
2024
Q3 | $1.94M | Buy |
247,151
+348
| +0.1% | +$2.74K | 0.03% | 557 |
|
|
2024
Q2 | $1.63M | Buy |
246,803
+16,999
| +7% | +$112K | 0.03% | 597 |
|
|
2024
Q1 | $1.68M | Buy |
229,804
+24,699
| +12% | +$180K | 0.03% | 565 |
|
|
2023
Q4 | $2.04M | Buy |
205,105
+12,867
| +7% | +$128K | 0.04% | 487 |
|
|
2023
Q3 | $1.54M | Buy |
192,238
+1,413
| +0.7% | +$11.3K | 0.03% | 537 |
|
|
2023
Q2 | $1.59M | Buy |
190,825
+296
| +0.2% | +$2.47K | 0.03% | 535 |
|
|
2023
Q1 | $1.16M | Sell |
190,529
-53,355
| -22% | -$324K | 0.02% | 638 |
|
|
2022
Q4 | $1.12M | Buy |
243,884
+43,257
| +22% | +$199K | 0.03% | 632 |
|
|
2022
Q3 | $979K | Buy |
200,627
+19,007
| +10% | +$92.7K | 0.02% | 664 |
|
|
2022
Q2 | $957K | Buy |
181,620
+19,821
| +12% | +$104K | 0.02% | 705 |
|
|
2022
Q1 | $1.53M | Buy |
161,799
+11,202
| +7% | +$106K | 0.03% | 588 |
|
|
2021
Q4 | $2.38M | Buy |
150,597
+31,281
| +26% | +$495K | 0.04% | 463 |
|
|
2021
Q3 | $1.9M | Buy |
119,316
+42,903
| +56% | +$681K | 0.04% | 527 |
|
|
2021
Q2 | $1.47M | Buy |
+76,413
| New | +$1.47M | 0.03% | 608 |
|