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Flaharty Asset Management’s SoFi Technologies SOFI Stock Holding History

Flaharty 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
2025
Q2 		– Sell
-200
Closed -$2.33K – 426
2025
Q1 		$2.33K Buy
+200
New +$2.88K ﹤0.01% 435
2024
Q4 		– Sell
-200
Closed -$1.57K – 374
2024
Q3 		$1.57K Buy
+200
New +$1.45K ﹤0.01% 418
2023
Q4 		– Sell
-200
Closed -$1.6K – 390
2023
Q3 		$1.6K Buy
+200
New +$1.76K ﹤0.01% 432

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flaharty Asset Management's SOFI Position: Q2 2025 in Review

Flaharty Asset Management sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 200 shares — an estimated $2.33K sold.

Flaharty Asset Management first reported a position in SOFI in Q3 2023 and held it in 3 quarters. The position peaked at $2.33K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Flaharty Asset Management reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 200 SoFi Technologies shares in Q2 2025, an estimated $2.33K.
  • Flaharty Asset Management first reported a position in SoFi Technologies in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's SoFi Technologies position peaked at $2.33K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.