AE Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$402K	Buy	25,290 +3,273	+15%	+$69K	﹤0.01%	1217
2025 Q4	$576K	Buy	22,017 +227	+1%	+$6.33K	﹤0.01%	992
2025 Q3	$576K	Buy	21,790 +3,170	+17%	+$75.2K	﹤0.01%	916
2025 Q2	$339K	Buy	18,620 +514	+3%	+$6.78K	﹤0.01%	1063
2025 Q1	$211K	Buy	18,106 +3,105	+21%	+$44.7K	﹤0.01%	1259
2024 Q4	$231K	Sell	15,001 -2,439	-14%	-$31.7K	﹤0.01%	1213
2024 Q3	$137K	Sell	17,440 -2,160	-11%	-$15.7K	﹤0.01%	1199
2024 Q2	$130K	Buy	19,600 +2,176	+12%	+$15.3K	﹤0.01%	1189
2024 Q1	$127K	Sell	17,424 -77,345	-82%	-$614K	﹤0.01%	1113
2023 Q4	$722K	Sell	94,769 -16,868	-15%	-$134K	﹤0.01%	1279
2023 Q3	$892K	Buy	111,637 +19,766	+22%	+$174K	0.01%	1139
2023 Q2	$766K	Buy	91,871 +41,536	+83%	+$271K	﹤0.01%	1191
2023 Q1	$306K	Sell	50,335 -21,714	-30%	-$132K	﹤0.01%	1547
2022 Q4	$332K	Buy	72,049 +350	+0.5%	+$1.74K	﹤0.01%	1463
2022 Q3	$350K	Buy	71,699 +4,885	+7%	+$30.9K	﹤0.01%	1406
2022 Q2	$352K	Buy	+66,814	New	+$452K	﹤0.01%	1371
2022 Q1	–	Sell	-22,464	Closed	-$355K	–	1802
2021 Q4	$355K	Buy	22,464 +2,748	+14%	+$50.4K	﹤0.01%	1391
2021 Q3	$313K	Buy	+19,716	New	+$309K	﹤0.01%	1350