Zacks Investment Management’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 | $8.13M | Sell |
446,357
-12,864
| -3% | -$234K | 0.07% | 185 |
|
|
2025
Q1 | $5.34M | Sell |
459,221
-17,985
| -4% | -$209K | 0.05% | 212 |
|
|
2024
Q4 | $7.35M | Sell |
477,206
-1,974
| -0.4% | -$30.4K | 0.07% | 188 |
|
|
2024
Q3 | $3.77M | Buy |
+479,180
| New | +$3.77M | 0.03% | 252 |
|
|
2023
Q4 | – | Sell |
-11,690
| Closed | -$93.4K | – | 673 |
|
|
2023
Q3 | $93.4K | Buy |
+11,690
| New | +$93.4K | ﹤0.01% | 588 |
|