Atomi Financial Group’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	$613K	Buy	38,597 +6,117	+19%	+$129K	0.02%	636
2025 Q4	$850K	Buy	32,480 +1,092	+3%	+$30.4K	0.03%	463
2025 Q3	$829K	Buy	31,388 +3,836	+14%	+$91K	0.03%	449
2025 Q2	$502K	Buy	27,552 +1,888	+7%	+$24.9K	0.02%	596
2025 Q1	$298K	Buy	25,664 +4,444	+21%	+$64K	0.01%	770
2024 Q4	$327K	Sell	21,220 -33,046	-61%	-$429K	0.02%	681
2024 Q3	$427K	Buy	54,266 +3,573	+7%	+$26K	0.03%	521
2024 Q2	$335K	Buy	50,693 +5,489	+12%	+$38.7K	0.02%	547
2024 Q1	$330K	Sell	45,204 -3,412	-7%	-$27.1K	0.03%	500
2023 Q4	$484K	Buy	48,616 +6,196	+15%	+$49.2K	0.07%	280
2023 Q3	$339K	Buy	+42,420	New	+$373K	0.11%	216
2023 Q2	–	Sell	-13,790	Closed	-$83.7K	–	287
2023 Q1	$83.7K	Buy	+13,790	New	+$83.6K	0.05%	219