Arax Advisory Partners’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	$325K	Buy	20,450 +10,179	+99%	+$215K	0.01%	833
2025 Q4	$269K	Sell	10,271 -399	-4%	-$11.1K	0.01%	891
2025 Q3	$282K	Buy	10,670 +2,763	+35%	+$65.6K	﹤0.01%	1116
2025 Q2	$144K	Buy	7,907 +368	+5%	+$4.85K	0.01%	784
2025 Q1	$87.7K	Buy	7,539 +2,480	+49%	+$35.7K	0.01%	764
2024 Q4	$77.9K	Sell	5,059 -692	-12%	-$8.99K	﹤0.01%	755
2024 Q3	$45.2K	Hold	5,751	–	–	﹤0.01%	755
2024 Q2	$38K	Buy	5,751 +1,449	+34%	+$10.2K	﹤0.01%	748
2024 Q1	$31.4K	Buy	4,302 +53	+1%	+$421	﹤0.01%	583
2023 Q4	$42.3K	Buy	4,249 +177	+4%	+$1.41K	﹤0.01%	510
2023 Q3	$32.5K	Hold	4,072	–	–	﹤0.01%	517
2023 Q2	$34K	Buy	4,072 +82	+2%	+$535	﹤0.01%	512
2023 Q1	$24.2K	Buy	3,990 +300	+8%	+$1.82K	﹤0.01%	556
2022 Q4	$17K	Buy	3,690 +170	+5%	+$843	﹤0.01%	585
2022 Q3	$17K	Buy	3,520 +407	+13%	+$2.58K	﹤0.01%	591
2022 Q2	$16K	Sell	3,113 -156	-5%	-$1.05K	﹤0.01%	590
2022 Q1	$31K	Buy	3,269 +3,047	+1,373%	+$35K	﹤0.01%	523
2021 Q4	$4K	Buy	+222	New	+$4.07K	﹤0.01%	816
2021 Q3	–	Sell	-25	Closed	–	–	1068
2021 Q2	$0	Buy	+25	New	+$463	﹤0.01%	933