Private Trust Company’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
Q3 | $388K | Buy |
|
|||||
|
2025
Q2 | $138K | Buy |
|
|||||
|
2025
Q1 | $87.2K | Hold |
|
|||||
|
2024
Q4 | $116K | Buy |
|
|||||
|
2024
Q3 | $55K | Sell |
|
|||||
|
2024
Q2 | $50.5K | Hold |
|
|||||
|
2024
Q1 | $55.8K | Hold |
|
|||||
|
2023
Q4 | $76K | Buy |
|
|||||
|
2023
Q3 | $5.11K | Hold |
|
|||||
|
2023
Q2 | $5.34K | Hold |
|
|||||
|
2023
Q1 | $3.88K | Sell |
|
|||||
|
2022
Q4 | $187K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $158K | Buy |
|