Sandy Spring Bank’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $40K | Buy |
3,441
+30
| +0.9% | +$349 | ﹤0.01% | 615 |
|
|
2024
Q4 | $52.5K | Buy |
3,411
+20
| +0.6% | +$308 | ﹤0.01% | 571 |
|
|
2024
Q3 | $26.7K | Sell |
3,391
-715
| -17% | -$5.62K | ﹤0.01% | 708 |
|
|
2024
Q2 | $27.1K | Sell |
4,106
-4,000
| -49% | -$26.4K | ﹤0.01% | 697 |
|
|
2024
Q1 | $59.2K | Buy |
8,106
+900
| +12% | +$6.57K | ﹤0.01% | 545 |
|
|
2023
Q4 | $71.7K | Buy |
7,206
+150
| +2% | +$1.49K | ﹤0.01% | 497 |
|
|
2023
Q3 | $56.4K | Sell |
7,056
-225
| -3% | -$1.8K | ﹤0.01% | 529 |
|
|
2023
Q2 | $60.7K | Sell |
7,281
-3,850
| -35% | -$32.1K | ﹤0.01% | 505 |
|
|
2023
Q1 | $67.6K | Sell |
11,131
-4,725
| -30% | -$28.7K | ﹤0.01% | 483 |
|
|
2022
Q4 | $73.1K | Sell |
15,856
-16,000
| -50% | -$73.8K | ﹤0.01% | 464 |
|
|
2022
Q3 | $156K | Sell |
31,856
-4,820
| -13% | -$23.6K | 0.01% | 351 |
|
|
2022
Q2 | $194K | Sell |
36,676
-41,604
| -53% | -$220K | 0.01% | 329 |
|
|
2022
Q1 | $740K | Buy |
78,280
+10,889
| +16% | +$103K | 0.04% | 227 |
|
|
2021
Q4 | $1.07M | Buy |
67,391
+46,911
| +229% | +$742K | 0.05% | 208 |
|
|
2021
Q3 | $325K | Buy |
20,480
+19,306
| +1,644% | +$306K | 0.02% | 290 |
|
|
2021
Q2 | $23K | Hold |
1,174
| – | – | ﹤0.01% | 748 |
|
|
2021
Q1 | $20K | Buy |
+1,174
| New | +$20K | ﹤0.01% | 681 |
|