Whittier Trust’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 | $31.9K | Hold |
1,750
| – | – | ﹤0.01% | 1035 |
|
|
2025
Q1 | $20.4K | Hold |
1,750
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q4 | $27K | Hold |
1,750
| – | – | ﹤0.01% | 1038 |
|
|
2024
Q3 | $13.8K | Buy |
+1,750
| New | +$13.8K | ﹤0.01% | 1205 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$2.99K | – | 1556 |
|
|
2023
Q4 | $2.99K | Buy |
+300
| New | +$2.99K | ﹤0.01% | 1372 |
|