UMB Bank’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 | $604K | Buy |
33,191
+36
| +0.1% | +$656 | 0.01% | 393 |
|
|
2025
Q1 | $386K | Sell |
33,155
-7,489
| -18% | -$87.1K | 0.01% | 444 |
|
|
2024
Q4 | $626K | Buy |
40,644
+9,407
| +30% | +$145K | 0.01% | 383 |
|
|
2024
Q3 | $246K | Hold |
31,237
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $206K | Hold |
31,237
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $228K | Buy |
31,237
+8,278
| +36% | +$60.4K | ﹤0.01% | 537 |
|
|
2023
Q4 | $228K | Buy |
22,959
+7,843
| +52% | +$78K | ﹤0.01% | 553 |
|
|
2023
Q3 | $121K | Buy |
15,116
+8,945
| +145% | +$71.5K | ﹤0.01% | 664 |
|
|
2023
Q2 | $51.5K | Hold |
6,171
| – | – | ﹤0.01% | 841 |
|
|
2023
Q1 | $37.5K | Hold |
6,171
| – | – | ﹤0.01% | 917 |
|
|
2022
Q4 | $28K | Hold |
6,171
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q3 | $30K | Hold |
6,171
| – | – | ﹤0.01% | 993 |
|
|
2022
Q2 | $33K | Buy |
+6,171
| New | +$33K | ﹤0.01% | 1019 |
|