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Procyon Advisors’s SoFi Technologies SOFI Stock Holding History

Procyon Advisors’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
2026
Q2 		$264K Buy
14,702
+1,315
+10% +$22.3K 0.01% 486
2026
Q1 		$213K Sell
13,387
-996
-7% -$21K 0.01% 541
2025
Q4 		$377K Buy
14,383
+1,009
+8% +$28.1K 0.02% 382
2025
Q3 		$353K Buy
13,374
+110
+0.8% +$2.61K 0.02% 373
2025
Q2 		$242K Sell
13,264
-1,075
-7% -$14.2K 0.02% 417
2025
Q1 		$167K Buy
14,339
+842
+6% +$12.1K 0.01% 580
2024
Q4 		$208K Buy
13,497
+1,000
+8% +$13K 0.01% 527
2024
Q3 		$98.2K Buy
12,497
+692
+6% +$5.03K 0.01% 540
2024
Q2 		$78K Sell
11,805
-100
-0.8% -$705 0.01% 508
2024
Q1 		$86.9K Buy
11,905
+620
+5% +$4.92K 0.01% 498
2023
Q4 		$112K Sell
11,285
-780
-6% -$6.2K 0.01% 488
2023
Q3 		$96.4K Sell
12,065
-1,000
-8% -$8.79K 0.01% 465
2023
Q2 		$109K Buy
+13,065
New +$85.2K 0.01% 435

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return