SEI Investments’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 | $13.6M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $973K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $581K | Buy |
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|
2023
Q1 | $136K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.58M | Buy |
|