M Holdings Securities’s SoFi Technologies SOFI Stock Holding History

M Holdings Securities’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	-23,795	Closed	-$366K	–	150
2024 Q4	$366K	Buy	+23,795	New	+$309K	0.06%	128
2024 Q3	–	Sell	-39,320	Closed	-$260K	–	267
2024 Q2	$260K	Buy	39,320 +5,930	+18%	+$41.8K	0.03%	249
2024 Q1	$244K	Sell	33,390 -2,400	-7%	-$19.1K	0.04%	127
2023 Q4	$356K	Buy	+35,790	New	+$284K	0.04%	166
2023 Q2	–	Sell	-44,310	Closed	-$269K	–	416
2023 Q1	$269K	Sell	44,310 -4,996	-10%	-$30.3K	0.03%	378
2022 Q4	$227K	Sell	49,306 -5,197	-10%	-$25.8K	0.02%	397
2022 Q3	$266K	Sell	54,503 -4,397	-7%	-$27.8K	0.03%	347
2022 Q2	$310K	Sell	58,900 -12,300	-17%	-$83.1K	0.03%	331
2022 Q1	$673K	Buy	+71,200	New	+$818K	0.05%	246

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

M Holdings Securities's SOFI Position: Q1 2025 in Review

M Holdings Securities sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 23,795 shares — an estimated $366K sold.

M Holdings Securities first reported a position in SOFI in Q1 2022 and held it in 9 quarters. The position peaked at $673K in Q1 2022. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

M Holdings Securities reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
M Holdings Securities sold 23,795 SoFi Technologies shares in Q1 2025, an estimated $366K.
M Holdings Securities first reported a position in SoFi Technologies in Q1 2022 and held it in 9 quarters.
M Holdings Securities's SoFi Technologies position peaked at $673K in Q1 2022.
716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on M Holdings Securities's 13F filing for Q1 2025, filed 13 May 2025.