Laurel Wealth Advisors (North Carolina)’s SoFi Technologies SOFI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-300	Closed	-$2.98K	–	651
2023 Q4	$2.98K	Hold	300	–	–	﹤0.01%	490
2023 Q3	$2.4K	Hold	300	–	–	﹤0.01%	504
2023 Q2	$2.5K	Hold	300	–	–	﹤0.01%	509
2023 Q1	$1.82K	Hold	300	–	–	﹤0.01%	521
2022 Q4	$1.38K	Hold	300	–	–	﹤0.01%	499
2022 Q3	$1K	Hold	300	–	–	﹤0.01%	526
2022 Q2	$2K	Hold	300	–	–	﹤0.01%	550
2022 Q1	$3K	Hold	300	–	–	﹤0.01%	558
2021 Q4	$5K	Hold	300	–	–	﹤0.01%	492
2021 Q3	$5K	Sell	300 -200	-40%	-$3.13K	﹤0.01%	492
2021 Q2	$10K	Hold	500	–	–	﹤0.01%	462
2021 Q1	$9K	Buy	+500	New	+$9.87K	﹤0.01%	437

Other funds holding SOFI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group

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