Vanguard Personalized Indexing Management’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 | $1.57M | Buy |
86,306
+20,057
| +30% | +$365K | 0.02% | 661 |
|
|
2025
Q1 | $770K | Buy |
66,249
+2,517
| +4% | +$29.3K | 0.01% | 916 |
|
|
2024
Q4 | $981K | Buy |
63,732
+1,050
| +2% | +$16.2K | 0.01% | 777 |
|
|
2024
Q3 | $493K | Buy |
62,682
+8,006
| +15% | +$62.9K | 0.01% | 1099 |
|
|
2024
Q2 | $361K | Buy |
54,676
+1,440
| +3% | +$9.52K | 0.01% | 1186 |
|
|
2024
Q1 | $389K | Buy |
53,236
+415
| +0.8% | +$3.03K | 0.01% | 1146 |
|
|
2023
Q4 | $526K | Buy |
52,821
+5,164
| +11% | +$51.4K | 0.01% | 976 |
|
|
2023
Q3 | $381K | Buy |
47,657
+1,209
| +3% | +$9.66K | 0.01% | 1019 |
|
|
2023
Q2 | $387K | Sell |
46,448
-963
| -2% | -$8.03K | 0.01% | 1009 |
|
|
2023
Q1 | $288K | Sell |
47,411
-37,220
| -44% | -$226K | 0.01% | 1132 |
|
|
2022
Q4 | $390K | Buy |
84,631
+18,051
| +27% | +$83.2K | 0.02% | 878 |
|
|
2022
Q3 | $325K | Sell |
66,580
-2,513
| -4% | -$12.3K | 0.01% | 939 |
|
|
2022
Q2 | $364K | Buy |
69,093
+16,215
| +31% | +$85.4K | 0.02% | 920 |
|
|
2022
Q1 | $500K | Sell |
52,878
-4,257
| -7% | -$40.3K | 0.02% | 824 |
|
|
2021
Q4 | $903K | Buy |
57,135
+24,832
| +77% | +$392K | 0.05% | 447 |
|
|
2021
Q3 | $513K | Buy |
+32,303
| New | +$513K | 0.05% | 497 |
|