Zurich Cantonal Bank’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 | $5.64M | Buy |
309,777
+33,165
| +12% | +$604K | 0.01% | 563 |
|
|
2025
Q1 | $3.22M | Sell |
276,612
-278
| -0.1% | -$3.23K | 0.01% | 684 |
|
|
2024
Q4 | $4.26M | Buy |
276,890
+46,063
| +20% | +$709K | 0.01% | 636 |
|
|
2024
Q3 | $1.81M | Buy |
230,827
+7,928
| +4% | +$62.3K | 0.01% | 828 |
|
|
2024
Q2 | $1.47M | Buy |
222,899
+29,604
| +15% | +$196K | ﹤0.01% | 876 |
|
|
2024
Q1 | $1.41M | Sell |
193,295
-1,540
| -0.8% | -$11.2K | ﹤0.01% | 887 |
|
|
2023
Q4 | $1.94M | Buy |
194,835
+17,865
| +10% | +$178K | 0.01% | 747 |
|
|
2023
Q3 | $1.41M | Buy |
176,970
+40,020
| +29% | +$320K | 0.01% | 819 |
|
|
2023
Q2 | $1.14M | Buy |
136,950
+39,730
| +41% | +$331K | 0.01% | 885 |
|
|
2023
Q1 | $590K | Sell |
97,220
-2,008
| -2% | -$12.2K | ﹤0.01% | 1200 |
|
|
2022
Q4 | $457K | Buy |
99,228
+27,120
| +38% | +$125K | ﹤0.01% | 1304 |
|
|
2022
Q3 | $352K | Hold |
72,108
| – | – | ﹤0.01% | 1409 |
|
|
2022
Q2 | $380K | Buy |
+72,108
| New | +$380K | ﹤0.01% | 1397 |
|
|
2022
Q1 | – | Sell |
-119,494
| Closed | -$1.89M | – | 2829 |
|
|
2021
Q4 | $1.89M | Buy |
+119,494
| New | +$1.89M | 0.01% | 764 |
|