Archford Capital Strategies’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	$419K	Sell	26,385 -17	-0.1%	-$358	0.05%	249
2025 Q4	$691K	Sell	26,402 -5,000	-16%	-$139K	0.08%	199
2025 Q3	$830K	Buy	31,402 +33	+0.1%	+$783	0.1%	185
2025 Q2	$571K	Sell	31,369 -2,396	-7%	-$31.6K	0.07%	213
2025 Q1	$393K	Sell	33,765 -4	-0%	-$58	0.06%	221
2024 Q4	$520K	Buy	33,769 +70	+0.2%	+$909	0.08%	178
2024 Q3	$338K	Buy	33,699 +57	+0.2%	+$414	0.05%	208
2024 Q2	$222K	Hold	33,642	–	–	0.04%	238
2024 Q1	$246K	Buy	+33,642	New	+$267K	0.04%	238
2022 Q4	–	Sell	-11,115	Closed	-$54K	–	292
2022 Q3	$54K	Hold	11,115	–	–	0.01%	269
2022 Q2	$59K	Hold	11,115	–	–	0.01%	258
2022 Q1	$101K	Buy	11,115 +85	+0.8%	+$976	0.02%	280
2021 Q4	$174K	Hold	11,030	–	–	0.04%	290
2021 Q3	$175K	Buy	+11,030	New	+$173K	0.04%	305