RFP Financial Group’s SoFi Technologies SOFI Stock Holding History

RFP Financial 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
2024 Q3	–	Sell	-3,037	Closed	-$20.1K	–	687
2024 Q2	$20.1K	Hold	3,037	–	–	0.01%	343
2024 Q1	$22.2K	Hold	3,037	–	–	0.01%	302
2023 Q4	$30.2K	Hold	3,037	–	–	0.01%	248
2023 Q3	$24.3K	Hold	3,037	–	–	0.01%	270
2023 Q2	$25.3K	Hold	3,037	–	–	0.01%	288
2023 Q1	$18.4K	Hold	3,037	–	–	0.02%	205
2022 Q4	$14K	Buy	+3,037	New	+$15.1K	0.01%	337

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

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RFP Financial Group's SOFI Position: Q3 2024 in Review

RFP Financial Group sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 3,037 shares — an estimated $20.1K sold.

RFP Financial Group first reported a position in SOFI in Q4 2022 and held it in 7 quarters. The position peaked at $30.2K in Q4 2023. 625 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

RFP Financial Group reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 3,037 SoFi Technologies shares in Q3 2024, an estimated $20.1K.
RFP Financial Group first reported a position in SoFi Technologies in Q4 2022 and held it in 7 quarters.
RFP Financial Group's SoFi Technologies position peaked at $30.2K in Q4 2023.
625 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.