Wolff Wiese Magana’s SoFi Technologies SOFI Stock Holding History

Wolff Wiese Magana’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	$108K	Sell	6,000 -600	-9%	-$10.2K	0.05%	169
2026 Q1	$105K	Hold	6,600	–	–	0.06%	149
2025 Q4	$173K	Hold	6,600	–	–	0.09%	113
2025 Q3	$174K	Hold	6,600	–	–	0.1%	118
2025 Q2	$120K	Hold	6,600	–	–	0.07%	133
2025 Q1	$76.8K	Sell	6,600 -3,640	-36%	-$52.5K	0.05%	156
2024 Q4	$158K	Sell	10,240 -415	-4%	-$5.39K	0.1%	112
2024 Q3	$83.7K	Hold	10,655	–	–	0.06%	149
2024 Q2	$70.4K	Sell	10,655 -57,573	-84%	-$406K	0.06%	138
2024 Q1	$498K	Buy	68,228 +1,286	+2%	+$10.2K	0.43%	55
2023 Q4	$666K	Sell	66,942 -17,318	-21%	-$138K	0.63%	47
2023 Q3	$673K	Sell	84,260 -31,086	-27%	-$273K	0.55%	56
2023 Q2	$962K	Buy	115,346 +2,157	+2%	+$14.1K	0.74%	47
2023 Q1	$687K	Sell	113,189 -1,221	-1%	-$7.4K	0.56%	50
2022 Q4	$527K	Sell	114,410 -225	-0.2%	-$1.12K	0.45%	53
2022 Q3	$559K	Sell	114,635 -6,080	-5%	-$38.5K	0.45%	55
2022 Q2	$636K	Buy	120,715 +62,876	+109%	+$425K	0.46%	55
2022 Q1	$547K	Buy	57,839 +26,962	+87%	+$310K	0.37%	63
2021 Q4	$488K	Buy	+30,877	New	+$567K	0.32%	75

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM