Gainplan’s SoFi Technologies SOFI Stock Holding History

Gainplan’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	-26,193	Closed	-$305K	–	63
2025 Q1	$305K	Buy	+26,193	New	+$377K	0.2%	38
2024 Q4	–	Sell	-10,351	Closed	-$68.4K	–	71
2024 Q3	$68.4K	Buy	10,351 +49	+0.5%	+$356	0.03%	50
2024 Q2	$68.1K	Sell	10,302 -200	-2%	-$1.41K	0.03%	49
2024 Q1	$76.7K	Buy	+10,502	New	+$83.4K	0.04%	62
2022 Q2	–	Sell	-84,353	Closed	-$797K	–	52
2022 Q1	$797K	Buy	+84,353	New	+$969K	0.61%	21
2021 Q3	–	Sell	-36,954	Closed	-$709K	–	79
2021 Q2	$709K	Buy	36,954 +16,831	+84%	+$312K	0.28%	37
2021 Q1	$350K	Buy	+20,123	New	+$397K	0.16%	51

Other funds holding SOFI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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