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Wealthcare Advisory Partners’s SoFi Technologies SOFI Stock Holding History

Wealthcare Advisory Partners’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 		$484K Buy
27,011
+4,007
+17% +$67.9K 0.01% 720
2026
Q1 		$365K Buy
23,004
+10,954
+91% +$231K 0.01% 804
2025
Q4 		$315K Sell
12,050
-338
-3% -$9.42K 0.01% 852
2025
Q3 		$327K Sell
12,388
-183
-1% -$4.34K 0.01% 821
2025
Q2 		$229K Buy
+12,571
New +$166K 0.01% 892
2025
Q1 		– Sell
-14,199
Closed -$219K – 948
2024
Q4 		$219K Sell
14,199
-4,248
-23% -$55.2K 0.01% 827
2024
Q3 		$145K Sell
18,447
-11,433
-38% -$83.1K ﹤0.01% 850
2024
Q2 		$198K Buy
29,880
+3,214
+12% +$22.7K 0.01% 796
2024
Q1 		$195K Buy
26,666
+9,283
+53% +$73.7K 0.01% 772
2023
Q4 		$173K Buy
17,383
+4,112
+31% +$32.7K 0.01% 723
2023
Q3 		$106K Sell
13,271
-2,275
-15% -$20K ﹤0.01% 687
2023
Q2 		$130K Buy
+15,546
New +$101K 0.01% 701
2023
Q1 		– Sell
-11,338
Closed -$52.3K – 739
2022
Q4 		$52.3K Buy
+11,338
New +$56.2K ﹤0.01% 686

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return