Vestmark Advisory Solutions’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 | $209K | Buy |
+11,492
| New | +$209K | ﹤0.01% | 756 |
|
|
2025
Q1 | – | Sell |
-290,992
| Closed | -$3.58M | – | 667 |
|
|
2024
Q4 | $3.58M | Buy |
290,992
+57,571
| +25% | +$708K | 0.12% | 177 |
|
|
2024
Q3 | $1.83M | Sell |
233,421
-167,949
| -42% | -$1.32M | 0.07% | 253 |
|
|
2024
Q2 | $2.65M | Sell |
401,370
-150,657
| -27% | -$996K | 0.11% | 200 |
|
|
2024
Q1 | $4.03M | Buy |
+552,027
| New | +$4.03M | 0.17% | 140 |
|