Tortoise Investment Management’s SoFi Technologies SOFI Stock Holding History

Tortoise Investment Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$81.5K	Buy
2025 Q1	$51.6K	Hold
2024 Q4	$68.4K	Hold
2024 Q3	$34.9K	Hold
2024 Q2	$29.3K	Buy
2024 Q1	$28.8K	Buy
2022 Q3	–	Sell
2022 Q2	$3K	Hold
2022 Q1	$5K	Hold
2021 Q4	$8K	Hold
2021 Q3	$8K	Buy