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Vestmark Advisory Solutions’s SoFi Technologies SOFI Stock Holding History

Vestmark Advisory Solutions’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,492
Closed -$209K – 987
2025
Q2 		$209K Buy
+11,492
New +$152K ﹤0.01% 756
2025
Q1 		– Sell
-290,992
Closed -$3.58M – 667
2024
Q4 		$3.58M Buy
290,992
+57,571
+25% +$748K 0.12% 177
2024
Q3 		$1.83M Sell
233,421
-167,949
-42% -$1.22M 0.07% 253
2024
Q2 		$2.65M Sell
401,370
-150,657
-27% -$1.06M 0.11% 200
2024
Q1 		$4.03M Buy
+552,027
New +$4.38M 0.17% 140

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