Delos Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Delos Wealth 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
2025 Q1	–	Sell	-125	Closed	-$1.93K	–	166
2024 Q4	$1.93K	Hold	125	–	–	﹤0.01%	167
2024 Q3	$983	Hold	125	–	–	﹤0.01%	159
2024 Q2	$827	Hold	125	–	–	﹤0.01%	264
2024 Q1	$913	Hold	125	–	–	﹤0.01%	262
2023 Q4	$1.24K	Hold	125	–	–	﹤0.01%	170
2023 Q3	$1.08K	Hold	125	–	–	﹤0.01%	217
2023 Q2	$1.04K	Hold	125	–	–	﹤0.01%	214
2023 Q1	$759	Hold	125	–	–	﹤0.01%	249
2022 Q4	$576	Hold	125	–	–	﹤0.01%	283
2022 Q3	$1K	Hold	125	–	–	﹤0.01%	272
2022 Q2	$1K	Buy	+125	New	+$845	﹤0.01%	224

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Delos Wealth Advisors's SOFI Position: Q1 2025 in Review

Delos Wealth Advisors sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 125 shares — an estimated $1.93K sold.

Delos Wealth Advisors first reported a position in SOFI in Q2 2022 and held it in 11 quarters. The position peaked at $1.93K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Delos Wealth Advisors reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Delos Wealth Advisors sold 125 SoFi Technologies shares in Q1 2025, an estimated $1.93K.
Delos Wealth Advisors first reported a position in SoFi Technologies in Q2 2022 and held it in 11 quarters.
Delos Wealth Advisors's SoFi Technologies position peaked at $1.93K in Q4 2024.
715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Delos Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.