Principal Financial Group’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 | $4.78M | Buy |
262,316
+206,945
| +374% | +$3.77M | ﹤0.01% | 1591 |
|
|
2025
Q1 | $644K | Sell |
55,371
-5,410
| -9% | -$62.9K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $936K | Sell |
60,781
-9,314
| -13% | -$143K | ﹤0.01% | 1883 |
|
|
2024
Q3 | $551K | Sell |
70,095
-8,634
| -11% | -$67.9K | ﹤0.01% | 1928 |
|
|
2024
Q2 | $520K | Sell |
78,729
-1,921
| -2% | -$12.7K | ﹤0.01% | 1942 |
|
|
2024
Q1 | $589K | Buy |
80,650
+21,805
| +37% | +$159K | ﹤0.01% | 1951 |
|
|
2023
Q4 | $586K | Sell |
58,845
-666,794
| -92% | -$6.63M | ﹤0.01% | 1929 |
|
|
2023
Q3 | $5.8M | Buy |
725,639
+657,312
| +962% | +$5.25M | ﹤0.01% | 1477 |
|
|
2023
Q2 | $570K | Sell |
68,327
-11,751
| -15% | -$98K | ﹤0.01% | 1927 |
|
|
2023
Q1 | $486K | Buy |
80,078
+3,007
| +4% | +$18.3K | ﹤0.01% | 1974 |
|
|
2022
Q4 | $355K | Sell |
77,071
-10,996
| -12% | -$50.7K | ﹤0.01% | 2060 |
|
|
2022
Q3 | $430K | Buy |
88,067
+5,658
| +7% | +$27.6K | ﹤0.01% | 1992 |
|
|
2022
Q2 | $434K | Buy |
82,409
+69,677
| +547% | +$367K | ﹤0.01% | 2089 |
|
|
2022
Q1 | $120K | Buy |
12,732
+206
| +2% | +$1.94K | ﹤0.01% | 2409 |
|
|
2021
Q4 | $198K | Buy |
+12,526
| New | +$198K | ﹤0.01% | 2370 |
|