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	–	1122
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%	1367

Other funds holding SOFI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gradient Investments's SOFI Position: Q3 2024 in Review

Gradient Investments sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 580 shares — an estimated $3.83K sold.

Gradient Investments first reported a position in SOFI in Q2 2022 and held it in 9 quarters. The position peaked at $23.2K in Q3 2023. 625 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

Gradient Investments reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 580 SoFi Technologies shares in Q3 2024, an estimated $3.83K.
Gradient Investments first reported a position in SoFi Technologies in Q2 2022 and held it in 9 quarters.
Gradient Investments's SoFi Technologies position peaked at $23.2K in Q3 2023.
625 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.