Osaic Holdings’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 | $6.83M | Sell |
425,599
-68,482
| -14% | -$1.1M | 0.02% | 898 |
|
|
2025
Q1 | $5.75M | Buy |
494,081
+111,249
| +29% | +$1.29M | 0.01% | 974 |
|
|
2024
Q4 | $5.89M | Sell |
382,832
-62,276
| -14% | -$958K | 0.01% | 945 |
|
|
2024
Q3 | $3.5M | Sell |
445,108
-24,952
| -5% | -$196K | 0.01% | 1293 |
|
|
2024
Q2 | $3.11M | Buy |
470,060
+2,973
| +0.6% | +$19.7K | 0.01% | 1326 |
|
|
2024
Q1 | $3.41M | Buy |
467,087
+37,760
| +9% | +$276K | 0.01% | 1303 |
|
|
2023
Q4 | $4.27M | Sell |
429,327
-281,813
| -40% | -$2.8M | 0.01% | 1302 |
|
|
2023
Q3 | $5.68M | Buy |
711,140
+83,935
| +13% | +$671K | 0.01% | 1236 |
|
|
2023
Q2 | $5.24M | Sell |
627,205
-79,037
| -11% | -$661K | 0.01% | 1147 |
|
|
2023
Q1 | $4.27M | Buy |
706,242
+20,505
| +3% | +$124K | 0.01% | 1268 |
|
|
2022
Q4 | $3.16M | Buy |
685,737
+119,213
| +21% | +$550K | 0.01% | 1403 |
|
|
2022
Q3 | $2.77M | Sell |
566,524
-28,866
| -5% | -$141K | 0.01% | 1397 |
|
|
2022
Q2 | $3.15M | Buy |
595,390
+206,106
| +53% | +$1.09M | 0.01% | 1337 |
|
|
2022
Q1 | $3.68M | Buy |
389,284
+52,728
| +16% | +$498K | 0.01% | 1434 |
|
|
2021
Q4 | $5.32M | Buy |
336,556
+108,568
| +48% | +$1.71M | 0.01% | 1062 |
|
|
2021
Q3 | $3.64M | Buy |
227,988
+119,409
| +110% | +$1.9M | 0.01% | 1273 |
|
|
2021
Q2 | $2.08M | Sell |
108,579
-24,963
| -19% | -$478K | ﹤0.01% | 1678 |
|
|
2021
Q1 | $2.29M | Buy |
133,542
+127,967
| +2,295% | +$2.2M | 0.01% | 1498 |
|
|
2020
Q4 | $69K | Buy |
+5,575
| New | +$69K | ﹤0.01% | 4314 |
|