Phoenix Financial’s SoFi Technologies SOFI Stock Holding History

Phoenix Financial’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$339K	Buy
2023 Q2	–	Sell
2023 Q1	$4.01M	Sell
2022 Q4	$6.77M	Hold
2022 Q3	$7.11M	Hold
2022 Q2	$7.74M	Hold
2022 Q1	$13.9M	Buy
2021 Q4	$20.5M	Sell
2021 Q3	$23.1M	Sell
2021 Q2	$28.8M	Buy