Steward Partners Investment Advisory’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 | $516K | Buy |
32,518
+1,613
| +5% | +$34K | ﹤0.01% | 1510 |
|
|
2025
Q4 | $809K | Buy |
30,905
+5,301
| +21% | +$148K | ﹤0.01% | 1178 |
|
|
2025
Q3 | $676K | Buy |
25,604
+1,511
| +6% | +$35.9K | ﹤0.01% | 1235 |
|
|
2025
Q2 | $439K | Sell |
24,093
-155
| -0.6% | -$2.04K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $282K | Sell |
24,248
-823
| -3% | -$11.9K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $386K | Sell |
25,071
-6,400
| -20% | -$83.1K | ﹤0.01% | 1285 |
|
|
2024
Q3 | $247K | Buy |
31,471
+1,450
| +5% | +$10.5K | ﹤0.01% | 1420 |
|
|
2024
Q2 | $198K | Sell |
30,021
-1,575
| -5% | -$11.1K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $231K | Sell |
31,596
-110,938
| -78% | -$881K | ﹤0.01% | 1374 |
|
|
2023
Q4 | $1.42M | Buy |
142,534
+113,100
| +384% | +$899K | 0.02% | 607 |
|
|
2023
Q3 | $235K | Sell |
29,434
-139,465
| -83% | -$1.23M | ﹤0.01% | 1207 |
|
|
2023
Q2 | $1.41M | Buy |
168,899
+139,665
| +478% | +$911K | 0.02% | 582 |
|
|
2023
Q1 | $177K | Buy |
29,234
+6,265
| +27% | +$38K | ﹤0.01% | 1343 |
|
|
2022
Q4 | $106K | Sell |
22,969
-2,500
| -10% | -$12.4K | ﹤0.01% | 1520 |
|
|
2022
Q3 | $124K | Buy |
25,469
+3,843
| +18% | +$24.3K | ﹤0.01% | 1409 |
|
|
2022
Q2 | $114K | Buy |
21,626
+1,416
| +7% | +$9.57K | ﹤0.01% | 1439 |
|
|
2022
Q1 | $191K | Buy |
20,210
+2,332
| +13% | +$26.8K | ﹤0.01% | 1317 |
|
|
2021
Q4 | $283K | Sell |
17,878
-731
| -4% | -$13.4K | ﹤0.01% | 1166 |
|
|
2021
Q3 | $296K | Buy |
18,609
+3,500
| +23% | +$54.9K | 0.01% | 1110 |
|
|
2021
Q2 | $290K | Buy |
15,109
+828
| +6% | +$15.4K | ﹤0.01% | 1205 |
|
|
2021
Q1 | $245K | Buy |
+14,281
| New | +$282K | ﹤0.01% | 1204 |
|
Other funds holding SOFI
VCM
VPM
