Simplex Trading’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.4M | Sell |
968,408
-837,994
| -46% | -$17.7M | 0.48% | 517 |
|
|
2025
Q4 | $47.3M | Buy |
1,806,402
+198,421
| +12% | +$5.53M | 1.33% | 304 |
|
|
2025
Q3 | $42.5M | Buy |
1,607,981
+227,618
| +16% | +$5.4M | 0.94% | 393 |
|
|
2025
Q2 | $25.1M | Buy |
1,380,363
+305,953
| +28% | +$4.03M | 0.68% | 483 |
|
|
2025
Q1 | $12.5M | Buy |
1,074,410
+515,627
| +92% | +$7.43M | 0.44% | 752 |
|
|
2024
Q4 | $8.61M | Sell |
558,783
-698,996
| -56% | -$9.08M | 0.24% | 1123 |
|
|
2024
Q3 | $9.89M | Sell |
1,257,779
-560,019
| -31% | -$4.07M | 0.33% | 1041 |
|
|
2024
Q2 | $12M | Sell |
1,817,798
-288,581
| -14% | -$2.03M | 0.39% | 902 |
|
|
2024
Q1 | $15.4M | Buy |
+2,106,379
| New | +$16.7M | 0.45% | 864 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 10690 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$3.52K | – | 10683 |
|
|
2023
Q2 | $3K | Sell |
400
-563,035
| -100% | -$3.67M | ﹤0.01% | 8284 |
|
|
2023
Q1 | $3.42M | Buy |
563,435
+33,213
| +6% | +$201K | 0.15% | 1530 |
|
|
2022
Q4 | $2.44M | Sell |
530,222
-308,384
| -37% | -$1.53M | 0.12% | 1715 |
|
|
2022
Q3 | $4.09M | Buy |
838,606
+837,746
| +97,412% | +$5.3M | 0.16% | 1336 |
|
|
2022
Q2 | $4K | Hold |
860
| – | – | ﹤0.01% | 9028 |
|
|
2022
Q1 | $8K | Sell |
860
-1,328,044
| -100% | -$15.3M | ﹤0.01% | 9099 |
|
|
2021
Q4 | $21M | Buy |
1,328,904
+956,226
| +257% | +$17.6M | 0.69% | 493 |
|
|
2021
Q3 | $6.8M | Buy |
372,678
+18,794
| +5% | +$295K | 0.24% | 963 |
|
|
2021
Q2 | $6.78M | Buy |
353,884
+344,614
| +3,718% | +$6.39M | 0.24% | 945 |
|
|
2021
Q1 | $158K | Sell |
9,270
-32,029
| -78% | -$632K | 0.01% | 5104 |
|
|
2020
Q4 | $513K | Buy |
+41,299
| New | +$466K | 0.02% | 3392 |
|
Other funds holding SOFI
VCM
VPM
