Aldebaran Financial’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	$276K	Hold	17,360	–	–	0.26%	65
2025 Q4	$461K	Sell	17,360 -6,855	-28%	-$191K	0.43%	48
2025 Q3	$640K	Sell	24,215 -1,010	-4%	-$24K	0.64%	38
2025 Q2	$459K	Sell	25,225 -6,400	-20%	-$84.4K	0.51%	46
2025 Q1	$368K	Sell	31,625 -215	-0.7%	-$3.1K	0.45%	51
2024 Q4	$498K	Sell	31,840 -3,760	-11%	-$48.8K	0.58%	45
2024 Q3	$280K	Sell	35,600 -4,000	-10%	-$29.1K	0.33%	58
2024 Q2	$262K	Sell	39,600 -3,145	-7%	-$22.2K	0.34%	57
2024 Q1	$312K	Sell	42,745 -3,375	-7%	-$26.8K	0.44%	49
2023 Q4	$459K	Sell	46,120 -3,165	-6%	-$25.2K	0.68%	40
2023 Q3	$394K	Sell	49,285 -2,760	-5%	-$24.3K	0.61%	42
2023 Q2	$434K	Sell	52,045 -18,160	-26%	-$118K	0.59%	44
2023 Q1	$426K	Sell	70,205 -64,097	-48%	-$389K	0.55%	48
2022 Q4	$619K	Buy	134,302 +2,172	+2%	+$10.8K	0.67%	46
2022 Q3	$651K	Buy	132,130 +46,302	+54%	+$293K	0.72%	43
2022 Q2	$455K	Sell	85,828 -5,843	-6%	-$39.5K	0.48%	51
2022 Q1	$866K	Buy	91,671 +29,450	+47%	+$338K	0.67%	42
2021 Q4	$984K	Buy	62,221 +43,221	+227%	+$793K	0.73%	40
2021 Q3	$302K	Buy	19,000 +6,700	+54%	+$105K	0.24%	66
2021 Q2	$229K	Buy	+12,300	New	+$228K	0.19%	81