SEI Investments’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 | $13.6M | Buy |
745,101
+577,891
| +346% | +$10.5M | 0.02% | 861 |
|
|
2025
Q1 | $1.94M | Buy |
167,210
+104,004
| +165% | +$1.21M | ﹤0.01% | 1645 |
|
|
2024
Q4 | $973K | Buy |
63,206
+7,884
| +14% | +$121K | ﹤0.01% | 1951 |
|
|
2024
Q3 | $435K | Buy |
55,322
+16,346
| +42% | +$128K | ﹤0.01% | 2229 |
|
|
2024
Q2 | $258K | Buy |
38,976
+3,139
| +9% | +$20.7K | ﹤0.01% | 2393 |
|
|
2024
Q1 | $262K | Sell |
35,837
-3,000
| -8% | -$21.9K | ﹤0.01% | 2354 |
|
|
2023
Q4 | $386K | Buy |
38,837
+5,942
| +18% | +$59.1K | ﹤0.01% | 2216 |
|
|
2023
Q3 | $263K | Sell |
32,895
-36,714
| -53% | -$293K | ﹤0.01% | 2350 |
|
|
2023
Q2 | $581K | Buy |
69,609
+47,154
| +210% | +$393K | ﹤0.01% | 2076 |
|
|
2023
Q1 | $136K | Buy |
+22,455
| New | +$136K | ﹤0.01% | 2545 |
|
|
2022
Q1 | – | Sell |
-352,712
| Closed | -$5.58M | – | 2645 |
|
|
2021
Q4 | $5.58M | Buy |
+352,712
| New | +$5.58M | 0.01% | 1075 |
|