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Liberty One Investment Management’s SoFi Technologies SOFI Stock Holding History

Liberty One Investment 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
Q4 		– Sell
-313
Closed -$2.46K – 177
2024
Q3 		$2.46K Sell
313
-1,660
-84% -$12.1K ﹤0.01% 167
2024
Q2 		$13K Sell
1,973
-93
-5% -$656 ﹤0.01% 177
2024
Q1 		$15.1K Buy
2,066
+94
+5% +$747 ﹤0.01% 178
2023
Q4 		$19.6K Buy
1,972
+654
+50% +$5.2K ﹤0.01% 140
2023
Q3 		$10.5K Buy
1,318
+133
+11% +$1.17K ﹤0.01% 137
2023
Q2 		$9.88K Hold
1,185
– – ﹤0.01% 142
2023
Q1 		$7.19K Buy
+1,185
New +$7.19K ﹤0.01% 157
2022
Q2 		– Sell
-129
Closed -$1K – 161
2022
Q1 		$1K Buy
+129
New +$1.48K ﹤0.01% 166

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

Liberty One Investment Management's SOFI Position: Q4 2024 in Review

Liberty One Investment Management sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 313 shares — an estimated $2.46K sold.

Liberty One Investment Management first reported a position in SOFI in Q1 2022 and held it in 8 quarters. The position peaked at $19.6K in Q4 2023. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Liberty One Investment Management reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 313 SoFi Technologies shares in Q4 2024, an estimated $2.46K.
  • Liberty One Investment Management first reported a position in SoFi Technologies in Q1 2022 and held it in 8 quarters.
  • Liberty One Investment Management's SoFi Technologies position peaked at $19.6K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.