Mark Sheptoff Financial Planning’s SoFi Technologies SOFI Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-200	Closed	-$3.64K	–	537
2025 Q2	$3.64K	Sell	200 -300	-60%	-$3.96K	﹤0.01%	425
2025 Q1	$5.82K	Buy	500 +300	+150%	+$4.32K	﹤0.01%	362
2024 Q4	$3.08K	Hold	200	–	–	﹤0.01%	387
2024 Q3	$1.57K	Hold	200	–	–	﹤0.01%	397
2024 Q2	$1.32K	Hold	200	–	–	﹤0.01%	401
2024 Q1	$1.46K	Hold	200	–	–	﹤0.01%	370
2023 Q4	$1.99K	Hold	200	–	–	﹤0.01%	357
2023 Q3	$1.6K	Hold	200	–	–	﹤0.01%	342
2023 Q2	$1.67K	Hold	200	–	–	﹤0.01%	352
2023 Q1	$1.21K	Hold	200	–	–	﹤0.01%	358
2022 Q4	$922	Hold	200	–	–	﹤0.01%	369
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	358
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	372
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	391
2021 Q4	$3K	Buy	200 +50	+33%	+$918	﹤0.01%	399
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	370
2021 Q2	$3K	Buy	+150	New	+$2.78K	﹤0.01%	388

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Mark Sheptoff Financial Planning's SOFI Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 200 shares — an estimated $3.64K sold.

Mark Sheptoff Financial Planning first reported a position in SOFI in Q2 2021 and held it in 17 quarters. The position peaked at $5.82K in Q1 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Mark Sheptoff Financial Planning reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 200 SoFi Technologies shares in Q3 2025, an estimated $3.64K.
Mark Sheptoff Financial Planning first reported a position in SoFi Technologies in Q2 2021 and held it in 17 quarters.
Mark Sheptoff Financial Planning's SoFi Technologies position peaked at $5.82K in Q1 2025.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.