Parallel Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $203K | Sell |
12,760
-574
| -4% | -$12.1K | ﹤0.01% | 1164 |
|
|
2025
Q4 | $349K | Buy |
13,334
+3,982
| +43% | +$111K | 0.01% | 834 |
|
|
2025
Q3 | $247K | Sell |
9,352
-4,877
| -34% | -$116K | ﹤0.01% | 954 |
|
|
2025
Q2 | $259K | Buy |
14,229
+5,475
| +63% | +$72.2K | 0.01% | 898 |
|
|
2025
Q1 | $102K | Buy |
8,754
+1,420
| +19% | +$20.5K | ﹤0.01% | 1267 |
|
|
2024
Q4 | $113K | Sell |
7,334
-237
| -3% | -$3.08K | ﹤0.01% | 1206 |
|
|
2024
Q3 | $59.5K | Buy |
7,571
+3,123
| +70% | +$22.7K | ﹤0.01% | 1518 |
|
|
2024
Q2 | $29.4K | Sell |
4,448
-1,247
| -22% | -$8.79K | ﹤0.01% | 1787 |
|
|
2024
Q1 | $41.6K | Buy |
5,695
+1,581
| +38% | +$12.6K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $40.9K | Buy |
4,114
+443
| +12% | +$3.52K | ﹤0.01% | 1531 |
|
|
2023
Q3 | $29.3K | Buy |
3,671
+569
| +18% | +$5K | ﹤0.01% | 1659 |
|
|
2023
Q2 | $25.9K | Sell |
3,102
-360
| -10% | -$2.35K | ﹤0.01% | 1728 |
|
|
2023
Q1 | $21K | Buy |
3,462
+1,966
| +131% | +$11.9K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $6.9K | Sell |
1,496
-2,601
| -63% | -$12.9K | ﹤0.01% | 2190 |
|
|
2022
Q3 | $20K | Sell |
4,097
-10,014
| -71% | -$63.4K | ﹤0.01% | 1689 |
|
|
2022
Q2 | $74K | Sell |
14,111
-1,553
| -10% | -$10.5K | ﹤0.01% | 1080 |
|
|
2022
Q1 | $153K | Buy |
15,664
+14,385
| +1,125% | +$165K | 0.01% | 831 |
|
|
2021
Q4 | $20K | Sell |
1,279
-521
| -29% | -$9.56K | ﹤0.01% | 1797 |
|
|
2021
Q3 | $29K | Buy |
1,800
+1,550
| +620% | +$24.3K | ﹤0.01% | 1553 |
|
|
2021
Q2 | $5K | Buy |
250
+225
| +900% | +$4.17K | ﹤0.01% | 2313 |
|
|
2021
Q1 | $0 | Buy |
+25
| New | +$494 | ﹤0.01% | 2900 |
|
Other funds holding SOFI
VCM
VPM
