Wells Fargo’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 | $115M | Buy |
6,306,949
+352,604
| +6% | +$6.42M | 0.02% | 501 |
|
|
2025
Q1 | $69.2M | Sell |
5,954,345
-1,204,268
| -17% | -$14M | 0.02% | 626 |
|
|
2024
Q4 | $110M | Buy |
7,158,613
+1,824,588
| +34% | +$28.1M | 0.02% | 470 |
|
|
2024
Q3 | $41.9M | Buy |
5,334,025
+1,968,365
| +58% | +$15.5M | 0.01% | 812 |
|
|
2024
Q2 | $22.2M | Buy |
3,365,660
+174,663
| +5% | +$1.15M | 0.01% | 1094 |
|
|
2024
Q1 | $23.3M | Buy |
3,190,997
+336,899
| +12% | +$2.46M | 0.01% | 1048 |
|
|
2023
Q4 | $28.4M | Buy |
2,854,098
+493,707
| +21% | +$4.91M | 0.01% | 909 |
|
|
2023
Q3 | $18.9M | Buy |
2,360,391
+894,999
| +61% | +$7.15M | 0.01% | 1069 |
|
|
2023
Q2 | $12.2M | Buy |
1,465,392
+117,761
| +9% | +$982K | ﹤0.01% | 1387 |
|
|
2023
Q1 | $8.18M | Sell |
1,347,631
-13,859
| -1% | -$84.1K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $6.28M | Sell |
1,361,490
-305,143
| -18% | -$1.41M | ﹤0.01% | 1808 |
|
|
2022
Q3 | $8.13M | Buy |
1,666,633
+100,083
| +6% | +$488K | ﹤0.01% | 1596 |
|
|
2022
Q2 | $8.26M | Sell |
1,566,550
-300,339
| -16% | -$1.58M | ﹤0.01% | 1622 |
|
|
2022
Q1 | $17.6M | Buy |
1,866,889
+524,718
| +39% | +$4.96M | ﹤0.01% | 1335 |
|
|
2021
Q4 | $21.2M | Buy |
1,342,171
+542,875
| +68% | +$8.58M | 0.01% | 1238 |
|
|
2021
Q3 | $12.7M | Buy |
799,296
+660,216
| +475% | +$10.5M | ﹤0.01% | 1950 |
|
|
2021
Q2 | $2.67M | Buy |
139,080
+18,950
| +16% | +$363K | ﹤0.01% | 3271 |
|
|
2021
Q1 | $2.06M | Buy |
120,130
+40,629
| +51% | +$697K | ﹤0.01% | 3456 |
|
|
2020
Q4 | $989K | Buy |
+79,501
| New | +$989K | ﹤0.01% | 3970 |
|