SVB Wealth’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 | – | Sell |
-2,447
| Closed | -$28.5K | – | 1460 |
|
|
2025
Q1 | $28.5K | Buy |
+2,447
| New | +$28.5K | ﹤0.01% | 679 |
|
|
2024
Q1 | – | Sell |
-58,995
| Closed | -$587K | – | 908 |
|
|
2023
Q4 | $587K | Sell |
58,995
-123,206
| -68% | -$1.23M | 0.01% | 443 |
|
|
2023
Q3 | $1.46M | Buy |
182,201
+363
| +0.2% | +$2.9K | 0.03% | 272 |
|
|
2023
Q2 | $1.52M | Buy |
181,838
+1,529
| +0.8% | +$12.8K | 0.03% | 277 |
|
|
2023
Q1 | $1.09M | Buy |
180,309
+1,026
| +0.6% | +$6.23K | 0.02% | 358 |
|
|
2022
Q4 | $826K | Buy |
179,283
+49,232
| +38% | +$227K | 0.01% | 441 |
|
|
2022
Q3 | $635K | Buy |
130,051
+85,540
| +192% | +$418K | 0.01% | 472 |
|
|
2022
Q2 | $235K | Buy |
44,511
+924
| +2% | +$4.88K | ﹤0.01% | 638 |
|
|
2022
Q1 | $412K | Buy |
+43,587
| New | +$412K | 0.01% | 489 |
|
|
2021
Q4 | – | Sell |
-46,694
| Closed | -$742K | – | 936 |
|
|
2021
Q3 | $742K | Buy |
+46,694
| New | +$742K | 0.01% | 477 |
|