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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $578M | Buy |
36,417,201
+21,046,001
| +137% | +$444M | 0.1% | 235 |
|
|
2025
Q4 | $402M | Sell |
15,371,200
-114,324
| -0.7% | -$3.19M | 0.08% | 284 |
|
|
2025
Q3 | $409M | Sell |
15,485,524
-4,867,320
| -24% | -$115M | 0.08% | 291 |
|
|
2025
Q2 | $371M | Buy |
20,352,844
+5,923,047
| +41% | +$78.1M | 0.08% | 301 |
|
|
2025
Q1 | $168M | Buy |
14,429,797
+1,890,805
| +15% | +$27.2M | 0.04% | 606 |
|
|
2024
Q4 | $193M | Buy |
12,538,992
+9,034,657
| +258% | +$117M | 0.04% | 530 |
|
|
2024
Q3 | $27.5M | Sell |
3,504,335
-589,957
| -14% | -$4.29M | 0.01% | 1576 |
|
|
2024
Q2 | $27.1M | Sell |
4,094,292
-226,280
| -5% | -$1.6M | 0.01% | 1451 |
|
|
2024
Q1 | $31.5M | Buy |
4,320,572
+3,770,233
| +685% | +$29.9M | 0.01% | 1361 |
|
|
2023
Q4 | $5.48M | Sell |
550,339
-5,840
| -1% | -$46.4K | ﹤0.01% | 2691 |
|
|
2023
Q3 | $4.44M | Sell |
556,179
-330,616
| -37% | -$2.91M | ﹤0.01% | 2691 |
|
|
2023
Q2 | $7.4M | Sell |
886,795
-66,584
| -7% | -$434K | ﹤0.01% | 2217 |
|
|
2023
Q1 | $5.79M | Sell |
953,379
-176,123
| -16% | -$1.07M | ﹤0.01% | 2377 |
|
|
2022
Q4 | $5.21M | Sell |
1,129,502
-47,117
| -4% | -$234K | ﹤0.01% | 2462 |
|
|
2022
Q3 | $5.74M | Sell |
1,176,619
-105,031
| -8% | -$665K | ﹤0.01% | 2234 |
|
|
2022
Q2 | $6.75M | Buy |
1,281,650
+194,882
| +18% | +$1.32M | ﹤0.01% | 2121 |
|
|
2022
Q1 | $10.3M | Buy |
1,086,768
+88,542
| +9% | +$1.02M | ﹤0.01% | 1917 |
|
|
2021
Q4 | $15.8M | Buy |
998,226
+568,682
| +132% | +$10.4M | 0.01% | 1753 |
|
|
2021
Q3 | $6.82M | Sell |
429,544
-70,632
| -14% | -$1.11M | ﹤0.01% | 2361 |
|
|
2021
Q2 | $9.59M | Buy |
500,176
+249,609
| +100% | +$4.63M | ﹤0.01% | 2072 |
|
|
2021
Q1 | $4.3M | Buy |
250,567
+245,367
| +4,719% | +$4.84M | ﹤0.01% | 2774 |
|
|
2020
Q4 | $65K | Buy |
+5,200
| New | +$58.7K | ﹤0.01% | 5965 |
|
Other funds holding SOFI
VCM
VPM
