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Delta Asset Management’s SoFi Technologies SOFI Stock Holding History

Delta Asset Management’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
-75
Closed -$590 – 626
2024
Q3 		$590 Hold
75
– – ﹤0.01% 589
2024
Q2 		$496 Hold
75
– – ﹤0.01% 605
2024
Q1 		$548 Hold
75
– – ﹤0.01% 633
2023
Q4 		$746 Hold
75
– – ﹤0.01% 629
2023
Q3 		$599 Hold
75
– – ﹤0.01% 625
2023
Q2 		$626 Hold
75
– – ﹤0.01% 633
2023
Q1 		$455 Hold
75
– – ﹤0.01% 614
2022
Q4 		$346 Buy
+75
New +$372 ﹤0.01% 648
2022
Q1 		– Sell
-175
Closed -$3K – 510
2021
Q4 		$3K Buy
175
+25
+17% +$459 ﹤0.01% 576
2021
Q3 		$2K Buy
+150
New +$2.35K ﹤0.01% 600

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Delta Asset Management's SOFI Position: Q4 2024 in Review

Delta Asset Management sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 75 shares — an estimated $590 sold.

Delta Asset Management first reported a position in SOFI in Q3 2021 and held it in 10 quarters. The position peaked at $3K in Q4 2021. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Delta Asset Management reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Delta Asset Management sold 75 SoFi Technologies shares in Q4 2024, an estimated $590.
  • Delta Asset Management first reported a position in SoFi Technologies in Q3 2021 and held it in 10 quarters.
  • Delta Asset Management's SoFi Technologies position peaked at $3K in Q4 2021.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Delta Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.