Aptus Capital Advisors’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	$514K	Buy	32,354 +1,186	+4%	+$25K	﹤0.01%	711
2025 Q4	$816K	Buy	31,168 +2,458	+9%	+$68.5K	0.01%	620
2025 Q3	$759K	Sell	28,710 -2,326	-7%	-$55.2K	0.01%	604
2025 Q2	$565K	Buy	31,036 +1,066	+4%	+$14.1K	0.01%	650
2025 Q1	$349K	Sell	29,970 -3,526	-11%	-$50.8K	﹤0.01%	740
2024 Q4	$516K	Sell	33,496 -221,143	-87%	-$2.87M	0.01%	626
2024 Q3	$2M	Sell	254,639 -3,926	-2%	-$28.5K	0.03%	315
2024 Q2	$1.71M	Buy	258,565 +7,740	+3%	+$54.6K	0.03%	315
2024 Q1	$1.83M	Buy	250,825 +12,097	+5%	+$96.1K	0.04%	309
2023 Q4	$2.38M	Buy	+238,728	New	+$1.9M	0.07%	208