Highlander Capital Management’s SoFi Technologies SOFI Stock Holding History

Highlander Capital Management’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 Q1	$183K	Sell	25,100 -1,430	-5%	-$11.4K	0.06%	210
2023 Q4	$264K	Buy	26,530 +1,030	+4%	+$8.19K	0.09%	167
2023 Q3	$204K	Sell	25,500 -6,350	-20%	-$55.8K	0.08%	186
2023 Q2	$266K	Sell	31,850 -7,500	-19%	-$48.9K	0.12%	135
2023 Q1	$239K	Sell	39,350 -2,000	-5%	-$12.1K	0.12%	139
2022 Q4	$191K	Buy	41,350 +3,850	+10%	+$19.1K	0.1%	154
2022 Q3	$183K	Hold	37,500	–	–	0.11%	140
2022 Q2	$198K	Sell	37,500 -8,825	-19%	-$59.6K	0.11%	137
2022 Q1	$438K	Buy	46,325 +10,825	+30%	+$124K	0.21%	93
2021 Q4	$561K	Buy	35,500 +25,000	+238%	+$459K	0.26%	80
2021 Q3	$167K	Buy	+10,500	New	+$165K	0.08%	160

Other funds holding SOFI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Highlander Capital Management's SOFI Position: Q1 2024 in Review

Highlander Capital Management reduced its SoFi Technologies (SOFI) stake by 5.4% in Q1 2024, selling an estimated $11.4K and leaving 25,100 shares worth $183K. The position accounts for 0.06% of the portfolio, ranked #210.

Highlander Capital Management first reported a position in SOFI in Q3 2021 and has held it in 11 quarters since. The position peaked at $561K in Q4 2021. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Highlander Capital Management held 25,100 shares of SoFi Technologies worth $183K as of Q1 2024.
Highlander Capital Management sold 1,430 SoFi Technologies shares in Q1 2024, an estimated $11.4K.
SoFi Technologies made up 0.06% of Highlander Capital Management's portfolio in Q1 2024, its #210 holding.
Highlander Capital Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 11 quarters since.
Highlander Capital Management's SoFi Technologies position peaked at $561K in Q4 2021.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.