Summit Trail Advisors’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 | $7.68M | Buy |
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|
2025
Q2 | $4.69M | Sell |
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|
2025
Q1 | $3.09M | Sell |
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|
2024
Q4 | $4.27M | Sell |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.89M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $172K | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $7.28M | Buy |
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|
2021
Q3 | $7.26M | Buy |
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