UBS AM’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 | $65.8M | Buy |
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|
2025
Q1 | $31.7M | Buy |
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|
2024
Q4 | $38.8M | Buy |
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|
2024
Q3 | $16.8M | Sell |
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|
2024
Q2 | $15.7M | Buy |
|
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|
2024
Q1 | $9.81M | Hold |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $5.97M | Hold |
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|
2023
Q1 | $5.97M | Sell |
|
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|
2022
Q4 | $4.65M | Buy |
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|
2022
Q3 | $4.59M | Sell |
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|
2022
Q2 | $5.16M | Sell |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $17.2M | Buy |
|