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Householder Group Estate & Retirement Specialist’s SoFi Technologies SOFI Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$9K Sell
600
-55,755
-99% -$724K 0.01% 377
2024
Q3 		$442K Buy
56,355
+1,587
+3% +$11.5K 0.13% 151
2024
Q2 		$362K Buy
54,768
+19,548
+56% +$138K 0.1% 171
2024
Q1 		$257K Buy
35,220
+10,143
+40% +$80.6K 0.08% 210
2023
Q4 		$249K Buy
25,077
+4,045
+19% +$32.2K 0.08% 210
2023
Q3 		$168K Buy
+21,032
New +$185K 0.06% 236
2023
Q1 		$8K Buy
1,325
+925
+231% +$5.61K ﹤0.01% 866
2022
Q4 		$1K Buy
400
+200
+100% +$992 ﹤0.01% 350
2022
Q3 		$0 Buy
+200
New +$1.26K ﹤0.01% 1189

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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SOFI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its SoFi Technologies (SOFI) stake by 99% in Q4 2024, selling an estimated $724K and leaving 600 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #377.

Householder Group Estate & Retirement Specialist first reported a position in SOFI in Q3 2022 and has held it in 9 quarters since. The position peaked at $442K in Q3 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 600 shares of SoFi Technologies worth $9K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 55,755 SoFi Technologies shares in Q4 2024, an estimated $724K.
  • SoFi Technologies made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #377 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in SoFi Technologies in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's SoFi Technologies position peaked at $442K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.