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Cooper/Haims Advisors, LLC

SEC CIK
0001654033
Latest filing
Aug 14, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Cooper/Haims Advisors, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2021
Holdings of SOFI by Cooper/Haims Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−11,900−100.0%Sold outHolders
Q3 202411,900$93.5K0.1%−375−3.1%ReducedHolders
Q2 202412,275$81.1K<0.1%−1,600−11.5%ReducedHolders
Q1 202413,875$101.3K0.1%+275+2.0%AddedHolders
Q4 202313,600$135.3K0.1%−1,900−12.3%ReducedHolders
Q3 202315,500$123.8K0.1%−170−1.1%ReducedHolders
Q2 202315,670$130.7K0.1%00.0%UnchangedHolders
Q1 202315,670$95.1K0.1%+170+1.1%AddedHolders
Q4 202215,500$71.0K0.1%00.0%UnchangedHolders
Q3 202215,500$76.0K0.1%00.0%UnchangedHolders
Q2 202215,500$82.0K0.1%00.0%UnchangedHolders
Q1 202215,500$146.0K0.1%+5,000+47.6%AddedHolders
Q4 202110,500$166.0K0.1%+500+5.0%AddedHolders
Q3 202110,000$159.0K0.1%00.0%UnchangedHolders
Q2 202110,000$192.0K0.1%+10,000NewHolders