Sumitomo Mitsui Trust Group’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168M Buy
2025
Q2
$61.9M Buy
2025
Q1
$30.5M Sell
2024
Q4
$119M Sell
2024
Q3
$79M Sell
2024
Q2
$75.7M Buy
2024
Q1
$78.6M Buy
2023
Q4
$38.8M Buy
2023
Q3
$9.12M Buy
2023
Q2
$4.88M Buy
2022
Q1
Sell
2021
Q4
$19.8M Buy