Orion Portfolio Solutions’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
Q1 | $453K | Buy |
|
|||||
|
2024
Q4 | $547K | Buy |
|
|||||
|
2024
Q3 | $170K | Sell |
|
|||||
|
2024
Q2 | $161K | Buy |
|
|||||
|
2024
Q1 | $155K | Buy |
|
|||||
|
2023
Q4 | $179K | Sell |
|
|||||
|
2023
Q3 | $171K | Buy |
|
|||||
|
2023
Q2 | $177K | Buy |
|
|||||
|
2023
Q1 | $128K | Sell |
|
|||||
|
2022
Q4 | $98.2K | Sell |
|
|||||
|
2022
Q3 | $122K | Buy |
|
|||||
|
2022
Q2 | $131K | Buy |
|
|||||
|
2022
Q1 | $208K | Sell |
|
|||||
|
2021
Q4 | $360K | Buy |
|
|||||
|
2021
Q3 | $328K | Buy |
|
|||||
|
2021
Q2 | $271K | Buy |
|
|||||
|
2021
Q1 | $208K | Buy |
|