Harbor Investment Advisory’s SoFi Technologies SOFI Stock Holding History

Harbor Investment Advisory’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 Q1	–	Sell	-22,300	Closed	-$343K	–	1202
2024 Q4	$343K	Hold	22,300	–	–	0.03%	283
2024 Q3	$175K	Hold	22,300	–	–	0.02%	364
2024 Q2	$147K	Hold	22,300	–	–	0.02%	377
2024 Q1	$163K	Hold	22,300	–	–	0.02%	372
2023 Q4	$222K	Hold	22,300	–	–	0.03%	310
2023 Q3	$178K	Sell	22,300 -1,312	-6%	-$11.5K	0.02%	324
2023 Q2	$197K	Hold	23,612	–	–	0.03%	352
2023 Q1	$143K	Hold	23,612	–	–	0.02%	415
2022 Q4	$109K	Hold	23,612	–	–	0.02%	474
2022 Q3	$115K	Hold	23,612	–	–	0.02%	434
2022 Q2	$124K	Buy	+23,612	New	+$160K	0.02%	445

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Harbor Investment Advisory's SOFI Position: Q1 2025 in Review

Harbor Investment Advisory sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 22,300 shares — an estimated $343K sold.

Harbor Investment Advisory first reported a position in SOFI in Q2 2022 and held it in 11 quarters. The position peaked at $343K in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Harbor Investment Advisory reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Harbor Investment Advisory sold 22,300 SoFi Technologies shares in Q1 2025, an estimated $343K.
Harbor Investment Advisory first reported a position in SoFi Technologies in Q2 2022 and held it in 11 quarters.
Harbor Investment Advisory's SoFi Technologies position peaked at $343K in Q4 2024.
716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Harbor Investment Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.