UBS AM’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 | $65.8M | Buy |
3,613,965
+888,697
| +33% | +$16.2M | 0.01% | 623 |
|
|
2025
Q1 | $31.7M | Buy |
2,725,268
+205,908
| +8% | +$2.39M | 0.01% | 787 |
|
|
2024
Q4 | $38.8M | Buy |
2,519,360
+380,218
| +18% | +$5.86M | 0.01% | 726 |
|
|
2024
Q3 | $16.8M | Sell |
2,139,142
-229,830
| -10% | -$1.81M | ﹤0.01% | 1014 |
|
|
2024
Q2 | $15.7M | Buy |
2,368,972
+1,025,308
| +76% | +$6.78M | ﹤0.01% | 962 |
|
|
2024
Q1 | $9.81M | Hold |
1,343,664
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q4 | $13.4M | Buy |
1,343,664
+20,455
| +2% | +$204K | 0.01% | 898 |
|
|
2023
Q3 | $10.6M | Buy |
1,323,209
+338,891
| +34% | +$2.71M | ﹤0.01% | 935 |
|
|
2023
Q2 | $5.97M | Hold |
984,318
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q1 | $5.97M | Sell |
984,318
-24,430
| -2% | -$148K | ﹤0.01% | 1152 |
|
|
2022
Q4 | $4.65M | Buy |
1,008,748
+69,119
| +7% | +$319K | ﹤0.01% | 1197 |
|
|
2022
Q3 | $4.59M | Sell |
939,629
-39,757
| -4% | -$194K | ﹤0.01% | 1225 |
|
|
2022
Q2 | $5.16M | Sell |
979,386
-138,704
| -12% | -$731K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $10.6M | Buy |
1,118,090
+29,087
| +3% | +$275K | ﹤0.01% | 1048 |
|
|
2021
Q4 | $17.2M | Buy |
+1,089,003
| New | +$17.2M | 0.01% | 940 |
|