Wellington Management Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2009 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2015 |
|
|
2024
Q4 | – | Sell |
-25,305
| Closed | -$199K | – | 2003 |
|
|
2024
Q3 | $199K | Sell |
25,305
-27,281
| -52% | -$214K | ﹤0.01% | 1871 |
|
|
2024
Q2 | $348K | Sell |
52,586
-5,409
| -9% | -$35.8K | ﹤0.01% | 1809 |
|
|
2024
Q1 | $423K | Sell |
57,995
-4,551
| -7% | -$33.2K | ﹤0.01% | 1815 |
|
|
2023
Q4 | $622K | Sell |
62,546
-1,324
| -2% | -$13.2K | ﹤0.01% | 1702 |
|
|
2023
Q3 | $510K | Buy |
63,870
+13,109
| +26% | +$105K | ﹤0.01% | 1699 |
|
|
2023
Q2 | $423K | Sell |
50,761
-34,538
| -40% | -$288K | ﹤0.01% | 1710 |
|
|
2023
Q1 | $518K | Buy |
+85,299
| New | +$518K | ﹤0.01% | 1831 |
|