Joel Isaacson & Co., LLC
- SEC CIK
- 0001599330
- Latest filing
- Aug 4, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Joel Isaacson & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −183,789−100.0% | Sold out | Holders |
| Q2 2023 | 183,789 | $1.53M | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 183,789 | $1.12M | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 183,789 | $847.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 183,789 | $897.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 183,789 | $969.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 183,789 | $1.31M | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 183,789 | $2.91M | 0.2% | +80,356+77.7% | Added | Holders |
| Q3 2021 | 103,433 | $1.64M | 0.1% | +103,433 | New | Holders |