Phoenix Financial’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
Q4 | – | Sell |
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|
2025
Q3 | $339K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.01M | Sell |
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|
2022
Q4 | $6.77M | Hold |
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|
2022
Q3 | $7.11M | Hold |
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|
2022
Q2 | $7.74M | Hold |
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|
2022
Q1 | $13.9M | Buy |
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|
2021
Q4 | $20.5M | Sell |
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|
2021
Q3 | $23.1M | Sell |
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|
2021
Q2 | $28.8M | Buy |
|