GI
SOFI icon

Gradient Investments’s SoFi Technologies SOFI Stock Holding History

Gradient Investments’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
Q3 		– Sell
-580
Closed -$3.83K – 1129
2024
Q2 		$3.83K Sell
580
-10
-2% -$71 ﹤0.01% 896
2024
Q1 		$4.31K Sell
590
-910
-61% -$7.23K ﹤0.01% 749
2023
Q4 		$14.9K Sell
1,500
-1,400
-48% -$11.1K ﹤0.01% 758
2023
Q3 		$23.2K Buy
2,900
+2,500
+625% +$22K ﹤0.01% 650
2023
Q2 		$3.34K Sell
400
-42
-10% -$274 ﹤0.01% 1047
2023
Q1 		$2.68K Buy
442
+400
+952% +$2.43K ﹤0.01% 1072
2022
Q4 		$194 Hold
42
– – ﹤0.01% 1388
2022
Q3 		$0 Hold
42
– – ﹤0.01% 1525
2022
Q2 		$0 Buy
+42
New +$284 ﹤0.01% 1368

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return