Sumitomo Mitsui Trust Group’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 | $61.9M | Buy |
3,399,960
+773,308
| +29% | +$14.1M | 0.04% | 403 |
|
|
2025
Q1 | $30.5M | Sell |
2,626,652
-5,106,191
| -66% | -$59.4M | 0.02% | 569 |
|
|
2024
Q4 | $119M | Sell |
7,732,843
-2,313,418
| -23% | -$35.6M | 0.08% | 237 |
|
|
2024
Q3 | $79M | Sell |
10,046,261
-1,411,679
| -12% | -$11.1M | 0.05% | 337 |
|
|
2024
Q2 | $75.7M | Buy |
11,457,940
+690,638
| +6% | +$4.57M | 0.06% | 328 |
|
|
2024
Q1 | $78.6M | Buy |
10,767,302
+6,870,610
| +176% | +$50.2M | 0.05% | 367 |
|
|
2023
Q4 | $38.8M | Buy |
3,896,692
+2,755,197
| +241% | +$27.4M | 0.03% | 553 |
|
|
2023
Q3 | $9.12M | Buy |
1,141,495
+555,985
| +95% | +$4.44M | 0.01% | 791 |
|
|
2023
Q2 | $4.88M | Buy |
+585,510
| New | +$4.88M | ﹤0.01% | 832 |
|
|
2022
Q1 | – | Sell |
-1,255,263
| Closed | -$19.8M | – | 1233 |
|
|
2021
Q4 | $19.8M | Buy |
+1,255,263
| New | +$19.8M | 0.01% | 715 |
|