Asset Management One’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	$7.59M	Buy	477,678 +26,541	+6%	+$559K	0.02%	514
2025 Q4	$12.1M	Buy	451,137 +28,862	+7%	+$804K	0.03%	412
2025 Q3	$11.2M	Buy	422,275 +414,801	+5,550%	+$9.84M	0.03%	422
2025 Q2	$136K	Sell	7,474 -640	-8%	-$8.44K	﹤0.01%	894
2025 Q1	$94.4K	Buy	8,114 +2,880	+55%	+$41.5K	﹤0.01%	923
2024 Q4	$83.6K	Sell	5,234 -2,111	-29%	-$27.4K	﹤0.01%	911
2024 Q3	$57.7K	Sell	7,345 -575	-7%	-$4.18K	﹤0.01%	933
2024 Q2	$52.4K	Buy	7,920 +123	+2%	+$867	﹤0.01%	935
2024 Q1	$56.9K	Buy	7,797 +1,376	+21%	+$10.9K	﹤0.01%	947
2023 Q4	$66K	Buy	6,421 +257	+4%	+$2.04K	﹤0.01%	931
2023 Q3	$49.3K	Sell	6,164 -557	-8%	-$4.9K	﹤0.01%	967
2023 Q2	$56.1K	Sell	6,721 -2,644	-28%	-$17.2K	﹤0.01%	965
2023 Q1	$56.8K	Sell	9,365 -2,914	-24%	-$17.7K	﹤0.01%	959
2022 Q4	$56.4K	Buy	12,279 +2,979	+32%	+$14.8K	﹤0.01%	963
2022 Q3	$45K	Buy	9,300 +3	+0%	+$19	﹤0.01%	988
2022 Q2	$48K	Sell	9,297 -210,626	-96%	-$1.42M	﹤0.01%	986
2022 Q1	$2.08M	Sell	219,923 -7,297	-3%	-$83.8K	0.01%	791
2021 Q4	$3.3M	Buy	227,220 +221,332	+3,759%	+$4.06M	0.01%	754
2021 Q3	$93K	Buy	5,888 +1,542	+35%	+$24.2K	﹤0.01%	987
2021 Q2	$83K	Buy	+4,346	New	+$80.6K	﹤0.01%	1020