Redhawk Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Redhawk Wealth 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	$266K	Buy	14,811 +300	+2%	+$5.08K	0.03%	354
2026 Q1	$230K	Hold	14,511	–	–	0.03%	347
2025 Q4	$380K	Sell	14,511 -2,123	-13%	-$59.2K	0.04%	270
2025 Q3	$439K	Buy	16,634 +310	+2%	+$7.36K	0.05%	237
2025 Q2	$297K	Buy	16,324 +122	+0.8%	+$1.61K	0.04%	269
2025 Q1	$188K	Hold	16,202	–	–	0.03%	288
2024 Q4	$250K	Hold	16,202	–	–	0.03%	255
2024 Q3	$127K	Hold	16,202	–	–	0.02%	305
2024 Q2	$107K	Buy	16,202 +15	+0.1%	+$106	0.02%	298
2024 Q1	$118K	Sell	16,187 -592	-4%	-$4.7K	0.02%	303
2023 Q4	$167K	Buy	16,779 +678	+4%	+$5.39K	0.03%	286
2023 Q3	$129K	Buy	16,101 +1,934	+14%	+$17K	0.04%	195
2023 Q2	$118K	Buy	+14,167	New	+$92.4K	0.04%	202

Other funds holding SOFI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

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

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Redhawk Wealth Advisors's SOFI Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its SoFi Technologies (SOFI) stake by 2.1% in Q2 2026, buying an estimated $5.08K and bringing the position to 14,811 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #354.

Redhawk Wealth Advisors first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $439K in Q3 2025. 144 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Redhawk Wealth Advisors held 14,811 shares of SoFi Technologies worth $266K as of Q2 2026.
Redhawk Wealth Advisors bought 300 SoFi Technologies shares in Q2 2026, an estimated $5.08K.
SoFi Technologies made up 0.03% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #354 holding.
Redhawk Wealth Advisors first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
Redhawk Wealth Advisors's SoFi Technologies position peaked at $439K in Q3 2025.
144 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.