Albion Financial Group’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	$261K	Hold	16,415	–	–	0.02%	160
2025 Q4	$430K	Hold	16,415	–	–	0.03%	133
2025 Q3	$434K	Hold	16,415	–	–	0.03%	135
2025 Q2	$299K	Hold	16,415	–	–	0.02%	150
2025 Q1	$191K	Hold	16,415	–	–	0.01%	177
2024 Q4	$253K	Hold	16,415	–	–	0.02%	171
2024 Q3	$129K	Hold	16,415	–	–	0.01%	193
2024 Q2	$109K	Hold	16,415	–	–	0.01%	199
2024 Q1	$120K	Hold	16,415	–	–	0.01%	193
2023 Q4	$163K	Hold	16,415	–	–	0.01%	186
2023 Q3	$131K	Hold	16,415	–	–	0.01%	181
2023 Q2	$137K	Hold	16,415	–	–	0.01%	190
2023 Q1	$99.6K	Hold	16,415	–	–	0.01%	185
2022 Q4	$75.7K	Hold	16,415	–	–	0.01%	197
2022 Q3	$80K	Sell	16,415 -16,415	-50%	-$104K	0.01%	194
2022 Q2	$173K	Buy	32,830 +28,589	+674%	+$193K	0.02%	173
2022 Q1	$40K	Hold	4,241	–	–	﹤0.01%	269
2021 Q4	$67K	Hold	4,241	–	–	0.01%	267
2021 Q3	$67K	Buy	+4,241	New	+$66.5K	0.01%	228