Tower Research Capital (TRC)’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $489K | Buy |
30,814
+21,043
| +215% | +$444K | 0.01% | 930 |
|
|
2025
Q4 | $256K | Sell |
9,771
-15,853
| -62% | -$442K | 0.01% | 1249 |
|
|
2025
Q3 | $677K | Sell |
25,624
-25,651
| -50% | -$609K | 0.02% | 685 |
|
|
2025
Q2 | $934K | Buy |
51,275
+38,990
| +317% | +$514K | 0.03% | 578 |
|
|
2025
Q1 | $143K | Sell |
12,285
-7,358
| -37% | -$106K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $303K | Buy |
19,643
+11,212
| +133% | +$146K | 0.01% | 1401 |
|
|
2024
Q3 | $66.3K | Sell |
8,431
-17,119
| -67% | -$124K | ﹤0.01% | 2554 |
|
|
2024
Q2 | $169K | Sell |
25,550
-7,723
| -23% | -$54.5K | ﹤0.01% | 2203 |
|
|
2024
Q1 | $243K | Buy |
33,273
+23,677
| +247% | +$188K | 0.01% | 1298 |
|
|
2023
Q4 | $95.5K | Buy |
9,596
+1,034
| +12% | +$8.22K | ﹤0.01% | 2677 |
|
|
2023
Q3 | $68.4K | Sell |
8,562
-71,470
| -89% | -$628K | ﹤0.01% | 2286 |
|
|
2023
Q2 | $667K | Buy |
80,032
+71,270
| +813% | +$465K | 0.02% | 781 |
|
|
2023
Q1 | $53K | Sell |
8,762
-115,951
| -93% | -$703K | ﹤0.01% | 2442 |
|
|
2022
Q4 | $575K | Sell |
124,713
-38,407
| -24% | -$190K | 0.02% | 626 |
|
|
2022
Q3 | $796K | Buy |
163,120
+131,825
| +421% | +$834K | 0.01% | 812 |
|
|
2022
Q2 | $165K | Buy |
31,295
+26,705
| +582% | +$180K | ﹤0.01% | 1916 |
|
|
2022
Q1 | $43K | Buy |
4,590
+1,050
| +30% | +$12.1K | ﹤0.01% | 2860 |
|
|
2021
Q4 | $56K | Sell |
3,540
-9,262
| -72% | -$170K | ﹤0.01% | 2684 |
|
|
2021
Q3 | $203K | Sell |
12,802
-121,129
| -90% | -$1.9M | 0.01% | 1809 |
|
|
2021
Q2 | $2.57M | Buy |
133,931
+133,830
| +132,505% | +$2.48M | 0.07% | 235 |
|
|
2021
Q1 | $2K | Buy |
+101
| New | +$1.99K | ﹤0.01% | 5048 |
|
Other funds holding SOFI
VCM
VPM
