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Good Life Advisors’s SoFi Technologies SOFI Stock Holding History

Good Life 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
Q2 		$235K Sell
12,906
-1,605
-11% -$21.2K 0.01% 452
2025
Q1 		$169K Sell
14,511
-9,402
-39% -$135K 0.01% 476
2024
Q4 		$368K Sell
23,913
-2,878
-11% -$37.4K 0.03% 348
2024
Q3 		$211K Sell
26,791
-2,192
-8% -$15.9K 0.01% 537
2024
Q2 		$192K Buy
28,983
+5
+0% +$35 0.02% 438
2024
Q1 		$212K Buy
28,978
+12,480
+76% +$99.1K 0.02% 419
2023
Q4 		$164K Sell
16,498
-24,813
-60% -$197K 0.02% 419
2023
Q3 		$330K Sell
41,311
-10,655
-21% -$93.7K 0.04% 291
2023
Q2 		$433K Buy
51,966
+34,903
+205% +$228K 0.05% 241
2023
Q1 		$104K Sell
17,063
-20,444
-55% -$124K 0.01% 385
2022
Q4 		$173K Buy
37,507
+2,106
+6% +$10.4K 0.02% 337
2022
Q3 		$173K Buy
35,401
+22,521
+175% +$142K 0.03% 320
2022
Q2 		$68K Buy
+12,880
New +$87K 0.01% 351

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
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 $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Good Life Advisors's SOFI Position: Q2 2025 in Review

Good Life Advisors reduced its SoFi Technologies (SOFI) stake by 11% in Q2 2025, selling an estimated $21.2K and leaving 12,906 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #452.

Good Life Advisors first reported a position in SOFI in Q2 2022 and has held it in 13 quarters since. The position peaked at $433K in Q2 2023. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Good Life Advisors held 12,906 shares of SoFi Technologies worth $235K as of Q2 2025.
  • Good Life Advisors sold 1,605 SoFi Technologies shares in Q2 2025, an estimated $21.2K.
  • SoFi Technologies made up 0.01% of Good Life Advisors's portfolio in Q2 2025, its #452 holding.
  • Good Life Advisors first reported a position in SoFi Technologies in Q2 2022 and has held it in 13 quarters since.
  • Good Life Advisors's SoFi Technologies position peaked at $433K in Q2 2023.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.