UMB Bank’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
Q3 | $822K | Sell |
|
|||||
|
2025
Q2 | $604K | Buy |
|
|||||
|
2025
Q1 | $386K | Sell |
|
|||||
|
2024
Q4 | $626K | Buy |
|
|||||
|
2024
Q3 | $246K | Hold |
|
|||||
|
2024
Q2 | $206K | Hold |
|
|||||
|
2024
Q1 | $228K | Buy |
|
|||||
|
2023
Q4 | $228K | Buy |
|
|||||
|
2023
Q3 | $121K | Buy |
|
|||||
|
2023
Q2 | $51.5K | Hold |
|
|||||
|
2023
Q1 | $37.5K | Hold |
|
|||||
|
2022
Q4 | $28K | Hold |
|
|||||
|
2022
Q3 | $30K | Hold |
|
|||||
|
2022
Q2 | $33K | Buy |
|