SC
SOFI icon

Steph & Co’s SoFi Technologies SOFI Stock Holding History

Steph & Co’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
2023
Q4 		– Sell
-500
Closed -$4K – 289
2023
Q3 		$4K Hold
500
– – ﹤0.01% 282
2023
Q2 		$4.17K Hold
500
– – ﹤0.01% 234
2023
Q1 		$3.04K Hold
500
– – ﹤0.01% 232
2022
Q4 		$2K Hold
500
– – ﹤0.01% 240
2022
Q3 		$2K Hold
500
– – ﹤0.01% 226
2022
Q2 		$3K Hold
500
– – ﹤0.01% 225
2022
Q1 		$5K Buy
+500
New +$5.74K ﹤0.01% 284

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
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steph & Co's SOFI Position: Q4 2023 in Review

Steph & Co sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 500 shares — an estimated $4K sold.

Steph & Co first reported a position in SOFI in Q1 2022 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

  • Steph & Co reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 500 SoFi Technologies shares in Q4 2023, an estimated $4K.
  • Steph & Co first reported a position in SoFi Technologies in Q1 2022 and held it in 7 quarters.
  • Steph & Co's SoFi Technologies position peaked at $5K in Q1 2022.
  • 571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.