Orion Portfolio Solutions’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $453K | Buy |
38,984
+3,491
| +10% | +$40.6K | ﹤0.01% | 1462 |
|
|
2024
Q4 | $547K | Buy |
35,493
+13,908
| +64% | +$214K | 0.01% | 1309 |
|
|
2024
Q3 | $170K | Sell |
21,585
-2,787
| -11% | -$21.9K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $161K | Buy |
24,372
+3,075
| +14% | +$20.3K | ﹤0.01% | 1662 |
|
|
2024
Q1 | $155K | Buy |
21,297
+262
| +1% | +$1.91K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $179K | Sell |
21,035
-339
| -2% | -$2.89K | ﹤0.01% | 1593 |
|
|
2023
Q3 | $171K | Buy |
21,374
+110
| +0.5% | +$879 | ﹤0.01% | 1566 |
|
|
2023
Q2 | $177K | Buy |
21,264
+189
| +0.9% | +$1.58K | ﹤0.01% | 1567 |
|
|
2023
Q1 | $128K | Sell |
21,075
-236
| -1% | -$1.43K | ﹤0.01% | 1520 |
|
|
2022
Q4 | $98.2K | Sell |
21,311
-3,631
| -15% | -$16.7K | ﹤0.01% | 788 |
|
|
2022
Q3 | $122K | Buy |
24,942
+121
| +0.5% | +$592 | ﹤0.01% | 706 |
|
|
2022
Q2 | $131K | Buy |
24,821
+2,850
| +13% | +$15K | 0.01% | 666 |
|
|
2022
Q1 | $208K | Sell |
21,971
-773
| -3% | -$7.32K | 0.01% | 674 |
|
|
2021
Q4 | $360K | Buy |
22,744
+2,094
| +10% | +$33.1K | 0.01% | 522 |
|
|
2021
Q3 | $328K | Buy |
20,650
+6,500
| +46% | +$103K | 0.01% | 507 |
|
|
2021
Q2 | $271K | Buy |
14,150
+2,000
| +16% | +$38.3K | 0.01% | 515 |
|
|
2021
Q1 | $208K | Buy |
+12,150
| New | +$208K | 0.01% | 519 |
|