Cooper/Haims Advisors’s SoFi Technologies SOFI Stock Holding History

Cooper/Haims Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,900	Closed	-$93.5K	–	86
2024 Q3	$93.5K	Sell	11,900 -375	-3%	-$2.73K	0.05%	85
2024 Q2	$81.1K	Sell	12,275 -1,600	-12%	-$11.3K	0.05%	83
2024 Q1	$101K	Buy	13,875 +275	+2%	+$2.18K	0.06%	80
2023 Q4	$135K	Sell	13,600 -1,900	-12%	-$15.1K	0.08%	77
2023 Q3	$124K	Sell	15,500 -170	-1%	-$1.5K	0.1%	73
2023 Q2	$131K	Hold	15,670	–	–	0.1%	70
2023 Q1	$95.1K	Buy	15,670 +170	+1%	+$1.03K	0.08%	68
2022 Q4	$71K	Hold	15,500	–	–	0.05%	70
2022 Q3	$76K	Hold	15,500	–	–	0.06%	64
2022 Q2	$82K	Hold	15,500	–	–	0.05%	73
2022 Q1	$146K	Buy	15,500 +5,000	+48%	+$57.4K	0.1%	75
2021 Q4	$166K	Buy	10,500 +500	+5%	+$9.18K	0.1%	76
2021 Q3	$159K	Hold	10,000	–	–	0.1%	78
2021 Q2	$192K	Buy	+10,000	New	+$185K	0.13%	83

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cooper/Haims Advisors's SOFI Position: Q4 2024 in Review

Cooper/Haims Advisors sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 11,900 shares — an estimated $93.5K sold.

Cooper/Haims Advisors first reported a position in SOFI in Q2 2021 and held it in 14 quarters. The position peaked at $192K in Q2 2021. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

Cooper/Haims Advisors reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
Cooper/Haims Advisors sold 11,900 SoFi Technologies shares in Q4 2024, an estimated $93.5K.
Cooper/Haims Advisors first reported a position in SoFi Technologies in Q2 2021 and held it in 14 quarters.
Cooper/Haims Advisors's SoFi Technologies position peaked at $192K in Q2 2021.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Cooper/Haims Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.