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 $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SOFI Position: Q1 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 300 shares — an estimated $2.98K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SOFI in Q1 2021 and held it in 12 quarters. The position peaked at $10K in Q2 2021. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 300 SoFi Technologies shares in Q1 2024, an estimated $2.98K.
Laurel Wealth Advisors (North Carolina) first reported a position in SoFi Technologies in Q1 2021 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s SoFi Technologies position peaked at $10K in Q2 2021.
603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 13 May 2024.