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Rafferty Asset Management, LLC: SOC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on SOC, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 227,992 SOC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,992 shares
    Change vs previous 13F +78,967 shares

    <0.01% of the 13F portfolio, value $702,215.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 149,025 shares
    Change vs previous 13F -8,498 shares

    0.01% of the 13F portfolio, value $2,461,893.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 157,523 shares
    Change vs previous 13F +29,642 shares

    <0.01% of the 13F portfolio, value $1,420,857.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 127,881 shares
    Change vs previous 13F -517 shares

    0.01% of the 13F portfolio, value $2,232,802.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 128,398 shares
    Change vs previous 13F +27,361 shares

    0.01% of the 13F portfolio, value $2,822,188.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 101,037 shares
    Change vs previous 13F -18,728 shares

    0.01% of the 13F portfolio, value $2,563,309.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 119,765 shares
    Change vs previous 13F +94,684 shares

    0.01% of the 13F portfolio, value $2,742,619.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $592,664.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).