Stifel Financial’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 | $395K | Sell |
21,675
-1,122
| -5% | -$20.4K | ﹤0.01% | 2900 |
|
|
2025
Q1 | $265K | Sell |
22,797
-39,749
| -64% | -$462K | ﹤0.01% | 3046 |
|
|
2024
Q4 | $963K | Sell |
62,546
-31,647
| -34% | -$487K | ﹤0.01% | 2267 |
|
|
2024
Q3 | $740K | Sell |
94,193
-14,288
| -13% | -$112K | ﹤0.01% | 2426 |
|
|
2024
Q2 | $717K | Sell |
108,481
-57,978
| -35% | -$383K | ﹤0.01% | 2388 |
|
|
2024
Q1 | $1.22M | Buy |
166,459
+63,958
| +62% | +$467K | ﹤0.01% | 2062 |
|
|
2023
Q4 | $1.02M | Sell |
102,501
-8,195
| -7% | -$81.5K | ﹤0.01% | 2140 |
|
|
2023
Q3 | $884K | Sell |
110,696
-21,229
| -16% | -$170K | ﹤0.01% | 2122 |
|
|
2023
Q2 | $1.1M | Sell |
131,925
-79,263
| -38% | -$661K | ﹤0.01% | 2026 |
|
|
2023
Q1 | $1.28M | Sell |
211,188
-15,392
| -7% | -$93.4K | ﹤0.01% | 1874 |
|
|
2022
Q4 | $1.04M | Buy |
226,580
+9,945
| +5% | +$45.8K | ﹤0.01% | 1971 |
|
|
2022
Q3 | $1.06M | Sell |
216,635
-12,711
| -6% | -$62K | ﹤0.01% | 1937 |
|
|
2022
Q2 | $1.21M | Sell |
229,346
-17,168
| -7% | -$90.5K | ﹤0.01% | 1854 |
|
|
2022
Q1 | $2.33M | Buy |
246,514
+78,675
| +47% | +$743K | ﹤0.01% | 1510 |
|
|
2021
Q4 | $2.65M | Buy |
167,839
+76,405
| +84% | +$1.21M | ﹤0.01% | 1427 |
|
|
2021
Q3 | $1.45M | Buy |
91,434
+75,370
| +469% | +$1.2M | ﹤0.01% | 1796 |
|
|
2021
Q2 | $308K | Buy |
+16,064
| New | +$308K | ﹤0.01% | 2887 |
|