William Blair & Company’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 | $6.11M | Buy |
335,698
+273,972
| +444% | +$4.99M | 0.02% | 446 |
|
|
2025
Q1 | $718K | Buy |
61,726
+36,496
| +145% | +$424K | ﹤0.01% | 974 |
|
|
2024
Q4 | $389K | Buy |
25,230
+7,730
| +44% | +$119K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $138K | Buy |
17,500
+71
| +0.4% | +$558 | ﹤0.01% | 1500 |
|
|
2024
Q2 | $115K | Sell |
17,429
-5,184
| -23% | -$34.3K | ﹤0.01% | 1491 |
|
|
2024
Q1 | $165K | Buy |
+22,613
| New | +$165K | ﹤0.01% | 1440 |
|
|
2022
Q2 | – | Sell |
-10,409
| Closed | -$98K | – | 1929 |
|
|
2022
Q1 | $98K | Buy |
+10,409
| New | +$98K | ﹤0.01% | 1638 |
|