Asset Dedication LLC’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$2.64K	–	1170
2025 Q3	$2.64K	Hold	100	–	–	﹤0.01%	994
2025 Q2	$1.82K	Hold	100	–	–	﹤0.01%	1039
2025 Q1	$1.16K	Hold	100	–	–	﹤0.01%	1008
2024 Q4	$1.54K	Sell	100 -300	-75%	-$3.9K	﹤0.01%	989
2024 Q3	$3.14K	Sell	400 -1,050	-72%	-$7.63K	﹤0.01%	973
2024 Q2	$9.59K	Buy	1,450 +1,050	+263%	+$7.4K	﹤0.01%	820
2024 Q1	$3K	Hold	400	–	–	﹤0.01%	873
2023 Q4	$4K	Hold	400	–	–	﹤0.01%	842
2023 Q3	$3K	Hold	400	–	–	﹤0.01%	872
2023 Q2	$3K	Hold	400	–	–	﹤0.01%	843
2023 Q1	$2K	Hold	400	–	–	﹤0.01%	869
2022 Q4	$2K	Hold	400	–	–	﹤0.01%	890
2022 Q3	$2K	Buy	+400	New	+$2.53K	﹤0.01%	845
2021 Q4	–	Sell	-630	Closed	-$10K	–	1023
2021 Q3	$10K	Buy	+630	New	+$9.87K	﹤0.01%	700