Y.D. More Investments’s SoFi Technologies SOFI Stock Holding History

Y.D. More Investments’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	-67,039	Closed	-$1.03M	–	491
2024 Q4	$1.03M	Hold	67,039	–	–	0.09%	111
2024 Q3	$527K	Hold	67,039	–	–	0.06%	136
2024 Q2	$443K	Hold	67,039	–	–	0.05%	142
2024 Q1	$489K	Sell	67,039 -13,768	-17%	-$109K	0.09%	117
2023 Q4	$804K	Buy	80,807 +18,600	+30%	+$148K	0.15%	83
2023 Q3	$497K	Hold	62,207	–	–	0.1%	108
2023 Q2	$519K	Sell	62,207 -53,387	-46%	-$348K	0.12%	88
2023 Q1	$702K	Sell	115,594 -2,000	-2%	-$12.1K	0.16%	69
2022 Q4	$540K	Buy	+117,594	New	+$583K	0.13%	92

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

Y.D. More Investments's SOFI Position: Q1 2025 in Review

Y.D. More Investments sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 67,039 shares — an estimated $1.03M sold.

Y.D. More Investments first reported a position in SOFI in Q4 2022 and held it in 9 quarters. The position peaked at $1.03M in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Y.D. More Investments reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Y.D. More Investments sold 67,039 SoFi Technologies shares in Q1 2025, an estimated $1.03M.
Y.D. More Investments first reported a position in SoFi Technologies in Q4 2022 and held it in 9 quarters.
Y.D. More Investments's SoFi Technologies position peaked at $1.03M in Q4 2024.
716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.