Apollon 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	$647K	Buy	40,755 +28,773	+240%	+$607K	0.01%	762
2025 Q4	$314K	Buy	11,982 +2,334	+24%	+$65K	0.01%	1037
2025 Q3	$255K	Buy	+9,648	New	+$229K	﹤0.01%	1118
2025 Q2	–	Sell	-92,974	Closed	-$1.08M	–	1318
2025 Q1	$1.08M	Buy	92,974 +30,960	+50%	+$446K	0.02%	492
2024 Q4	$955K	Buy	+62,014	New	+$805K	0.02%	529
2024 Q1	–	Sell	-11,539	Closed	-$115K	–	1156
2023 Q4	$115K	Buy	11,539 +879	+8%	+$6.99K	﹤0.01%	1030
2023 Q3	$85.2K	Buy	10,660 +639	+6%	+$5.62K	﹤0.01%	872
2023 Q2	$83.6K	Sell	10,021 -1,960	-16%	-$12.8K	﹤0.01%	911
2023 Q1	$72.7K	Buy	+11,981	New	+$72.7K	﹤0.01%	834