UBS Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371M | Buy |
20,352,844
+5,923,047
| +41% | +$108M | 0.06% | 255 |
|
|
2025
Q1 | $168M | Buy |
14,429,797
+1,890,805
| +15% | +$22M | 0.03% | 496 |
|
|
2024
Q4 | $193M | Buy |
12,538,992
+9,034,657
| +258% | +$139M | 0.04% | 430 |
|
|
2024
Q3 | $27.5M | Sell |
3,504,335
-589,957
| -14% | -$4.64M | 0.01% | 1107 |
|
|
2024
Q2 | $27.1M | Sell |
4,094,292
-226,280
| -5% | -$1.5M | 0.01% | 1058 |
|
|
2024
Q1 | $31.5M | Buy |
4,320,572
+3,770,233
| +685% | +$27.5M | 0.01% | 970 |
|
|
2023
Q4 | $5.48M | Sell |
550,339
-5,840
| -1% | -$58.1K | ﹤0.01% | 1937 |
|
|
2023
Q3 | $4.44M | Sell |
556,179
-330,616
| -37% | -$2.64M | ﹤0.01% | 1951 |
|
|
2023
Q2 | $7.4M | Sell |
886,795
-66,584
| -7% | -$555K | ﹤0.01% | 1612 |
|
|
2023
Q1 | $5.79M | Sell |
953,379
-176,123
| -16% | -$1.07M | ﹤0.01% | 1739 |
|
|
2022
Q4 | $5.21M | Sell |
1,129,502
-47,117
| -4% | -$217K | ﹤0.01% | 1804 |
|
|
2022
Q3 | $5.74M | Sell |
1,176,619
-105,031
| -8% | -$513K | ﹤0.01% | 1624 |
|
|
2022
Q2 | $6.75M | Buy |
1,281,650
+194,882
| +18% | +$1.03M | ﹤0.01% | 1569 |
|
|
2022
Q1 | $10.3M | Buy |
1,086,768
+88,542
| +9% | +$837K | ﹤0.01% | 1433 |
|
|
2021
Q4 | $15.8M | Buy |
998,226
+568,682
| +132% | +$8.99M | ﹤0.01% | 1247 |
|
|
2021
Q3 | $6.82M | Sell |
429,544
-70,632
| -14% | -$1.12M | ﹤0.01% | 1748 |
|
|
2021
Q2 | $9.59M | Buy |
500,176
+249,609
| +100% | +$4.79M | ﹤0.01% | 1541 |
|
|
2021
Q1 | $4.3M | Buy |
250,567
+245,367
| +4,719% | +$4.21M | ﹤0.01% | 2100 |
|
|
2020
Q4 | $65K | Buy |
+5,200
| New | +$65K | ﹤0.01% | 4974 |
|