Westwood Holdings Group’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 | – | Sell |
-10,646
| Closed | -$124K | – | 491 |
|
|
2025
Q1 | $124K | Hold |
10,646
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $164K | Hold |
10,646
| – | – | ﹤0.01% | 479 |
|
|
2024
Q3 | $83.7K | Hold |
10,646
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $70.4K | Buy |
+10,646
| New | +$70.4K | ﹤0.01% | 450 |
|
|
2021
Q3 | – | Sell |
-34,858
| Closed | -$668K | – | 471 |
|
|
2021
Q2 | $668K | Buy |
+34,858
| New | +$668K | 0.01% | 370 |
|