Reynders McVeigh Capital Management’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
$7.35M Buy
403,405
+67,799
+20% +$1.23M 0.37% 49
2025
Q1
$3.9M Buy
335,606
+128,967
+62% +$1.5M 0.22% 60
2024
Q4
$3.18M Buy
206,639
+3,590
+2% +$55.3K 0.17% 66
2024
Q3
$1.6M Sell
203,049
-5,384
-3% -$42.3K 0.08% 82
2024
Q2
$1.38M Buy
208,433
+24,690
+13% +$163K 0.08% 85
2024
Q1
$1.34M Buy
183,743
+35,935
+24% +$262K 0.08% 85
2023
Q4
$1.47M Buy
147,808
+123,234
+501% +$1.23M 0.09% 79
2023
Q3
$196K Sell
24,574
-2,177
-8% -$17.4K 0.01% 190
2023
Q2
$223K Sell
26,751
-25,668
-49% -$214K 0.01% 190
2023
Q1
$318K Sell
52,419
-7,826
-13% -$47.5K 0.02% 166
2022
Q4
$278K Sell
60,245
-192,774
-76% -$890K 0.02% 181
2022
Q3
$1.24M Buy
253,019
+86,578
+52% +$423K 0.1% 85
2022
Q2
$877K Sell
166,441
-147,413
-47% -$777K 0.07% 105
2022
Q1
$2.97M Buy
313,854
+144,645
+85% +$1.37M 0.18% 61
2021
Q4
$2.68M Buy
+169,209
New +$2.68M 0.15% 66