Oak Harbor Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Oak Harbor Wealth Partners’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 Q4	–	Sell	-10,000	Closed	-$264K	–	290
2025 Q3	$264K	Hold	10,000	–	–	0.07%	175
2025 Q2	$182K	Hold	10,000	–	–	0.05%	194
2025 Q1	$116K	Sell	10,000 -1,000	-9%	-$14.4K	0.03%	204
2024 Q4	$169K	Hold	11,000	–	–	0.05%	173
2024 Q3	$86.5K	Buy	11,000 +1,000	+10%	+$7.27K	0.02%	181
2024 Q2	$66.1K	Sell	10,000 -10,000	-50%	-$70.5K	0.02%	182
2024 Q1	$146K	Hold	20,000	–	–	0.05%	173
2023 Q4	$199K	Hold	20,000	–	–	0.07%	165
2023 Q3	$160K	Hold	20,000	–	–	0.06%	171
2023 Q2	$167K	Buy	+20,000	New	+$130K	0.06%	171
2022 Q4	–	Sell	-23,800	Closed	-$116K	–	227
2022 Q3	$116K	Hold	23,800	–	–	0.05%	155
2022 Q2	$125K	Sell	23,800 -1,053	-4%	-$7.12K	0.05%	155
2022 Q1	$235K	Buy	24,853 +3,053	+14%	+$35.1K	0.08%	150
2021 Q4	$345K	Buy	+21,800	New	+$400K	0.12%	121

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

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

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

Norges Bank Oslo, Norway $1T AUM

Oak Harbor Wealth Partners's SOFI Position: Q4 2025 in Review

Oak Harbor Wealth Partners sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 10,000 shares — an estimated $264K sold.

Oak Harbor Wealth Partners first reported a position in SOFI in Q4 2021 and held it in 14 quarters. The position peaked at $345K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Oak Harbor Wealth Partners reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Oak Harbor Wealth Partners sold 10,000 SoFi Technologies shares in Q4 2025, an estimated $264K.
Oak Harbor Wealth Partners first reported a position in SoFi Technologies in Q4 2021 and held it in 14 quarters.
Oak Harbor Wealth Partners's SoFi Technologies position peaked at $345K in Q4 2021.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.