Oak Thistle LLC’s SoFi Technologies SOFI Stock Holding History

Oak Thistle LLC’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	-82,105	Closed	-$1.5M	–	632
2025 Q2	$1.5M	Sell	82,105 -34,796	-30%	-$459K	0.22%	170
2025 Q1	$1.36M	Buy	116,901 +91,176	+354%	+$1.31M	0.27%	128
2024 Q4	$396K	Sell	25,725 -9,962	-28%	-$129K	0.12%	290
2024 Q3	$281K	Sell	35,687 -6,207	-15%	-$45.1K	0.09%	345
2024 Q2	$277K	Buy	+41,894	New	+$295K	0.21%	224
2024 Q1	–	Sell	-75,425	Closed	-$750K	–	490
2023 Q4	$750K	Buy	75,425 +3,766	+5%	+$29.9K	0.22%	198
2023 Q3	$573K	Buy	71,659 +45,982	+179%	+$404K	0.17%	254
2023 Q2	$214K	Buy	+25,677	New	+$167K	0.11%	310
2023 Q1	–	Sell	-18,871	Closed	-$87K	–	440
2022 Q4	$87K	Sell	18,871 -6,738	-26%	-$33.4K	0.19%	149
2022 Q3	$125K	Buy	+25,609	New	+$162K	0.45%	103

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 $3.37T AUM 44.26% 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

Oak Thistle LLC's SOFI Position: Q3 2025 in Review

Oak Thistle LLC sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 82,105 shares — an estimated $1.5M sold.

Oak Thistle LLC first reported a position in SOFI in Q3 2022 and held it in 10 quarters. The position peaked at $1.5M in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Oak Thistle LLC reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Oak Thistle LLC sold 82,105 SoFi Technologies shares in Q3 2025, an estimated $1.5M.
Oak Thistle LLC first reported a position in SoFi Technologies in Q3 2022 and held it in 10 quarters.
Oak Thistle LLC's SoFi Technologies position peaked at $1.5M in Q2 2025.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.