Rockefeller Capital Management’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
Q2
$18.9M Sell
2025
Q1
$19.1M Buy
2024
Q4
$8.85M Sell
2024
Q3
$17.4M Buy
2024
Q2
$12.1M Buy
2024
Q1
$7.27M Buy
2023
Q4
$987K Sell
2023
Q3
$4.95M Buy
2023
Q2
$388K Buy
2023
Q1
$207K Sell
2022
Q4
$205K Sell
2022
Q3
$254K Sell
2022
Q2
$359K Buy
2022
Q1
$528K Buy
2021
Q4
$728K Buy
2021
Q3
$385K Buy
2021
Q2
$292K Sell
2021
Q1
$295K Buy