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SOFI icon

CoreCap Advisors’s SoFi Technologies SOFI Stock Holding History

CoreCap 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
2026
Q2 		$186K Sell
10,361
-88,351
-90% -$1.5M 0.01% 884
2026
Q1 		$1.57M Buy
98,712
+77,445
+364% +$1.63M 0.05% 273
2025
Q4 		$557K Buy
21,267
+2,705
+15% +$75.4K 0.02% 492
2025
Q3 		$490K Buy
18,562
+5,356
+41% +$127K 0.02% 529
2025
Q2 		$240K Sell
13,206
-726
-5% -$9.57K 0.01% 687
2025
Q1 		$162K Sell
13,932
-2,957
-18% -$42.6K 0.01% 730
2024
Q4 		$260K Buy
16,889
+8,677
+106% +$113K 0.01% 627
2024
Q3 		$64.5K Buy
8,212
+1,917
+30% +$13.9K ﹤0.01% 1085
2024
Q2 		$41.6K Sell
6,295
-17,580
-74% -$124K ﹤0.01% 708
2024
Q1 		$174K Buy
+23,875
New +$190K 0.01% 667
2022
Q4 		$62.2K Sell
13,492
-7,000
-34% -$34.7K ﹤0.01% 918
2022
Q3 		$100K Buy
20,492
+6,686
+48% +$42.3K 0.01% 519
2022
Q2 		$73K Buy
+13,806
New +$93.3K 0.01% 810
2022
Q1 		– Sell
-5,875
Closed -$93K – 1849
2021
Q4 		$93K Buy
+5,875
New +$108K 0.01% 783

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM