UBS Group’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 | $371M | Buy |
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|
2025
Q1 | $168M | Buy |
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|
2024
Q4 | $193M | Buy |
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|
2024
Q3 | $27.5M | Sell |
|
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|
2024
Q2 | $27.1M | Sell |
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|
2024
Q1 | $31.5M | Buy |
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|
2023
Q4 | $5.48M | Sell |
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|
2023
Q3 | $4.44M | Sell |
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|
2023
Q2 | $7.4M | Sell |
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|
2023
Q1 | $5.79M | Sell |
|
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|
2022
Q4 | $5.21M | Sell |
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|
2022
Q3 | $5.74M | Sell |
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|
2022
Q2 | $6.75M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $15.8M | Buy |
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|
2021
Q3 | $6.82M | Sell |
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|
2021
Q2 | $9.59M | Buy |
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|
2021
Q1 | $4.3M | Buy |
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|
2020
Q4 | $65K | Buy |
|