SVB Wealth’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
Q2 | – | Sell |
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|
2025
Q1 | $28.5K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $587K | Sell |
|
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.09M | Buy |
|
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|
2022
Q4 | $826K | Buy |
|
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|
2022
Q3 | $635K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $742K | Buy |
|