NewSquare Capital’s SoFi Technologies SOFI Stock Holding History

NewSquare Capital’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 Q2	–	Sell	-2,000	Closed	-$23.3K	–	1365
2025 Q1	$23.3K	Sell	2,000 -1,000	-33%	-$14.4K	﹤0.01%	329
2024 Q4	$46.2K	Sell	3,000 -2,000	-40%	-$26K	﹤0.01%	192
2024 Q3	$39.3K	Hold	5,000	–	–	﹤0.01%	173
2024 Q2	$33K	Hold	5,000	–	–	﹤0.01%	175
2024 Q1	$36.5K	Hold	5,000	–	–	﹤0.01%	189
2023 Q4	$49.8K	Hold	5,000	–	–	﹤0.01%	192
2023 Q3	$40K	Sell	5,000 -1,000	-17%	-$8.79K	﹤0.01%	202
2023 Q2	$50K	Hold	6,000	–	–	0.01%	195
2023 Q1	$36.4K	Hold	6,000	–	–	﹤0.01%	207
2022 Q4	$27.7K	Hold	6,000	–	–	﹤0.01%	199
2022 Q3	$29K	Buy	6,000 +1,000	+20%	+$6.33K	﹤0.01%	197
2022 Q2	$26K	Buy	5,000 +3,500	+233%	+$23.7K	﹤0.01%	214
2022 Q1	$14K	Buy	1,500 +200	+15%	+$2.3K	﹤0.01%	251
2021 Q4	$21K	Hold	1,300	–	–	﹤0.01%	239
2021 Q3	$21K	Hold	1,300	–	–	﹤0.01%	235
2021 Q2	$25K	Buy	1,300 +100	+8%	+$1.85K	﹤0.01%	222
2021 Q1	$21K	Buy	1,200 +900	+300%	+$17.8K	﹤0.01%	197
2020 Q4	$4K	Buy	+300	New	+$3.39K	﹤0.01%	303

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

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

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

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

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

NewSquare Capital's SOFI Position: Q2 2025 in Review

NewSquare Capital sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 2,000 shares — an estimated $23.3K sold.

NewSquare Capital first reported a position in SOFI in Q4 2020 and held it in 18 quarters. The position peaked at $50K in Q2 2023. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

NewSquare Capital reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 2,000 SoFi Technologies shares in Q2 2025, an estimated $23.3K.
NewSquare Capital first reported a position in SoFi Technologies in Q4 2020 and held it in 18 quarters.
NewSquare Capital's SoFi Technologies position peaked at $50K in Q2 2023.
745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.