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O'Dell Group’s SoFi Technologies SOFI Stock Holding History

O'Dell Group’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
-12,108
Closed -$186K – 91
2024
Q4 		$186K Hold
12,108
– – 0.04% 104
2024
Q3 		$95.2K Hold
12,108
– – 0.02% 97
2024
Q2 		$88.4K Hold
12,108
– – 0.02% 89
2024
Q1 		$88.4K Hold
12,108
– – 0.02% 89
2023
Q4 		$120K Hold
12,108
– – 0.03% 124
2023
Q3 		$96.7K Hold
12,108
– – 0.03% 77
2023
Q2 		$101K Buy
+12,108
New +$78.9K 0.03% 133
2022
Q2 		– Sell
-55
Closed -$1K – 554
2022
Q1 		$1K Buy
+55
New +$632 ﹤0.01% 494

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

O'Dell Group's SOFI Position: Q1 2025 in Review

O'Dell Group sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 12,108 shares — an estimated $186K sold.

O'Dell Group first reported a position in SOFI in Q1 2022 and held it in 8 quarters. The position peaked at $186K in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • O'Dell Group reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • O'Dell Group sold 12,108 SoFi Technologies shares in Q1 2025, an estimated $186K.
  • O'Dell Group first reported a position in SoFi Technologies in Q1 2022 and held it in 8 quarters.
  • O'Dell Group's SoFi Technologies position peaked at $186K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.