Walkner Condon Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Walkner Condon Financial 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
2025 Q1	–	Sell	-36,355	Closed	-$560K	–	294
2024 Q4	$560K	Buy	36,355 +2,735	+8%	+$35.5K	0.11%	146
2024 Q3	$264K	Buy	33,620 +89	+0.3%	+$647	0.05%	225
2024 Q2	$222K	Sell	33,531 -13	-0%	-$92	0.05%	237
2024 Q1	$245K	Buy	+33,544	New	+$266K	0.05%	236
2023 Q1	–	Sell	-13,437	Closed	-$61.9K	–	246
2022 Q4	$61.9K	Buy	+13,437	New	+$66.6K	0.02%	229
2022 Q3	–	Sell	-18,256	Closed	-$96K	–	228
2022 Q2	$96K	Buy	+18,256	New	+$123K	0.03%	214

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Walkner Condon Financial Advisors's SOFI Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 36,355 shares — an estimated $560K sold.

Walkner Condon Financial Advisors first reported a position in SOFI in Q2 2022 and held it in 6 quarters. The position peaked at $560K in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 36,355 SoFi Technologies shares in Q1 2025, an estimated $560K.
Walkner Condon Financial Advisors first reported a position in SoFi Technologies in Q2 2022 and held it in 6 quarters.
Walkner Condon Financial Advisors's SoFi Technologies position peaked at $560K in Q4 2024.
716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.