Raymond James Financial
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Raymond James Financial’s SoFi Technologies SOFI Stock Holding History

Raymond James Financial’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.8M Buy
812,328
+192,426
+31% +$3.5M 0.01% 1579
2025
Q1 		$7.21M Sell
619,902
-320,266
-34% -$3.72M ﹤0.01% 2055
2024
Q4 		$14.5M Buy
+940,168
New +$14.5M 0.01% 1547