Truist Financial’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 | $1.76M | Sell |
96,802
-1,976
| -2% | -$36K | ﹤0.01% | 1335 |
|
|
2025
Q1 | $1.15M | Sell |
98,778
-192
| -0.2% | -$2.23K | ﹤0.01% | 1459 |
|
|
2024
Q4 | $1.52M | Sell |
98,970
-40,173
| -29% | -$619K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $1.09M | Buy |
139,143
+1,587
| +1% | +$12.5K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $909K | Sell |
137,556
-12,187
| -8% | -$80.6K | ﹤0.01% | 1646 |
|
|
2024
Q1 | $1.09M | Buy |
149,743
+14,475
| +11% | +$106K | ﹤0.01% | 1563 |
|
|
2023
Q4 | $1.35M | Sell |
135,268
-24,800
| -15% | -$247K | ﹤0.01% | 1462 |
|
|
2023
Q3 | $1.28M | Sell |
160,068
-16,646
| -9% | -$133K | ﹤0.01% | 1454 |
|
|
2023
Q2 | $1.47M | Sell |
176,714
-5,016
| -3% | -$41.8K | ﹤0.01% | 1393 |
|
|
2023
Q1 | $1.1M | Buy |
181,730
+34,534
| +23% | +$210K | ﹤0.01% | 1505 |
|
|
2022
Q4 | $679K | Buy |
147,196
+16,425
| +13% | +$75.7K | ﹤0.01% | 1752 |
|
|
2022
Q3 | $638K | Buy |
130,771
+17,767
| +16% | +$86.7K | ﹤0.01% | 1695 |
|
|
2022
Q2 | $596K | Buy |
113,004
+9,693
| +9% | +$51.1K | ﹤0.01% | 1798 |
|
|
2022
Q1 | $977K | Buy |
103,311
+36,929
| +56% | +$349K | ﹤0.01% | 1638 |
|
|
2021
Q4 | $1.05M | Buy |
66,382
+17,602
| +36% | +$278K | ﹤0.01% | 1593 |
|
|
2021
Q3 | $775K | Buy |
+48,780
| New | +$775K | ﹤0.01% | 1733 |
|