L & S Advisors’s SoFi Technologies SOFI Stock Holding History

L & S Advisors’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	-522,312	Closed	-$8.04M	–	377
2024 Q4	$8.04M	Buy	+522,312	New	+$6.78M	0.88%	31
2022 Q1	–	Sell	-129,968	Closed	-$2.06M	–	321
2021 Q4	$2.06M	Buy	129,968 +33,583	+35%	+$616K	0.22%	131
2021 Q3	$1.53M	Buy	+96,385	New	+$1.51M	0.17%	173

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

L & S Advisors's SOFI Position: Q1 2025 in Review

L & S Advisors sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 522,312 shares — an estimated $8.04M sold.

L & S Advisors first reported a position in SOFI in Q3 2021 and held it in 3 quarters. The position peaked at $8.04M in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

L & S Advisors reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
L & S Advisors sold 522,312 SoFi Technologies shares in Q1 2025, an estimated $8.04M.
L & S Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 3 quarters.
L & S Advisors's SoFi Technologies position peaked at $8.04M in Q4 2024.
715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on L & S Advisors's 13F filing for Q1 2025, filed 9 May 2025.