Whittier Trust’s SoFi Technologies SOFI Stock Holding History

Whittier Trust’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 Q2	$31.9K	Hold
2025 Q1	$20.4K	Hold
2024 Q4	$26.9K	Hold
2024 Q3	$13.8K	Buy
2024 Q1	–	Sell
2023 Q4	$2.98K	Buy