Sunbelt Securities’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.9K Buy
+1,000
New +$21.1K ﹤0.01% 1357
2025
Q4
Sell
-750
Closed -$19.8K 2939
2025
Q3
$19.8K Sell
750
-9,000
-92% -$214K ﹤0.01% 1266
2025
Q2
$150K Buy
9,750
+9,000
+1,200% +$119K 0.01% 667
2025
Q1
$8.72K Sell
750
-9,000
-92% -$130K ﹤0.01% 1306
2024
Q4
$152K Buy
9,750
+8,723
+849% +$113K 0.01% 664
2024
Q3
$8.07K Buy
1,027
+277
+37% +$2.01K ﹤0.01% 1342
2024
Q2
$4.96K Hold
750
﹤0.01% 1397
2024
Q1
$5.47K Hold
750
﹤0.01% 1349
2023
Q4
$7.46K Hold
750
﹤0.01% 1224
2023
Q3
$5.99K Buy
+750
New +$6.59K ﹤0.01% 1271

Other funds holding SOFI

Sunbelt Securities's SOFI Position: Q1 2026 in Review

Sunbelt Securities opened a new position in SoFi Technologies (SOFI) in Q1 2026: 1,000 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in SOFI as recently as Q3 2025.

Sunbelt Securities first reported a position in SOFI in Q3 2023 and has held it in 10 quarters since. The position peaked at $152K in Q4 2024. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Sunbelt Securities held 1,000 shares of SoFi Technologies worth $15.9K as of Q1 2026.
  • SoFi Technologies was a new Sunbelt Securities position in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1357 holding.
  • Sunbelt Securities first reported a position in SoFi Technologies in Q3 2023 and has held it in 10 quarters since.
  • Sunbelt Securities's SoFi Technologies position peaked at $152K in Q4 2024.
  • 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.