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SOFISOFI
9 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in SOFI TECHNOLOGIES INC

Envestnet Portfolio Solutions, Inc. previously held 0 shares of SOFI (SOFI TECHNOLOGIES INC), worth $0 as of 2026-Q1.

Final Value

$0

Final Shares

0

Total Value Change

-$79,497

Total Shares Change

-10,890

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Exited
0
-100.0%
$00.0%$18.61
0
2025-Q4
Decreased
12,711
-0.7%
$332,7740.0%$26.56
0
2025-Q3
Decreased
12,798
-22.2%
$338,1230.0%$27.55
0
2025-Q2
Decreased
16,448
-7.4%
$299,5180.0%$17.18
0
2025-Q1
Decreased
17,758
-21.9%
$206,5260.0%$11.85
0
2024-Q4
Increased
22,742
+2.6%
$350,2270.0%$15.63
24
2024-Q3
Increased
22,161
+82.4%
$174,1850.0%$7.95
35
2024-Q2
Increased
12,149
+11.6%
$80,3050.0%$6.61
24
2024-Q1
New
10,890
-
$79,4970.0%$7.30
30

Other major holders of SOFI: VANGUARD GROUP INC, JPMORGAN CHASE & CO, SOFTBANK GROUP CORP.

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