Rockefeller 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 | $18.9M | Sell |
1,040,103
-606,314
| -37% | -$11M | 0.04% | 404 |
|
|
2025
Q1 | $19.1M | Buy |
1,646,417
+1,071,915
| +187% | +$12.5M | 0.05% | 378 |
|
|
2024
Q4 | $8.85M | Sell |
574,502
-1,634,764
| -74% | -$25.2M | 0.02% | 580 |
|
|
2024
Q3 | $17.4M | Buy |
2,209,266
+376,899
| +21% | +$2.96M | 0.05% | 387 |
|
|
2024
Q2 | $12.1M | Buy |
1,832,367
+836,493
| +84% | +$5.53M | 0.03% | 452 |
|
|
2024
Q1 | $7.27M | Buy |
995,874
+896,710
| +904% | +$6.55M | 0.02% | 585 |
|
|
2023
Q4 | $987K | Sell |
99,164
-520,526
| -84% | -$5.18M | ﹤0.01% | 1142 |
|
|
2023
Q3 | $4.95M | Buy |
619,690
+573,127
| +1,231% | +$4.58M | 0.02% | 579 |
|
|
2023
Q2 | $388K | Buy |
46,563
+12,354
| +36% | +$103K | ﹤0.01% | 1435 |
|
|
2023
Q1 | $207K | Sell |
34,209
-10,361
| -23% | -$62.7K | ﹤0.01% | 1804 |
|
|
2022
Q4 | $205K | Sell |
44,570
-7,509
| -14% | -$34.5K | ﹤0.01% | 1657 |
|
|
2022
Q3 | $254K | Sell |
52,079
-16,179
| -24% | -$78.9K | ﹤0.01% | 1545 |
|
|
2022
Q2 | $359K | Buy |
68,258
+12,312
| +22% | +$64.8K | ﹤0.01% | 1395 |
|
|
2022
Q1 | $528K | Buy |
55,946
+9,899
| +21% | +$93.4K | ﹤0.01% | 1299 |
|
|
2021
Q4 | $728K | Buy |
46,047
+21,797
| +90% | +$345K | ﹤0.01% | 1174 |
|
|
2021
Q3 | $385K | Buy |
24,250
+9,000
| +59% | +$143K | ﹤0.01% | 1352 |
|
|
2021
Q2 | $292K | Sell |
15,250
-1,968
| -11% | -$37.7K | ﹤0.01% | 1376 |
|
|
2021
Q1 | $295K | Buy |
+17,218
| New | +$295K | ﹤0.01% | 1207 |
|