Atria Wealth Solutions’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 Q2	$1.42M	Sell	77,302 -126,202	-62%	-$1.66M	0.03%	519
2025 Q1	$2.37M	Sell	203,504 -96,390	-32%	-$1.39M	0.03%	572
2024 Q4	$4.62M	Sell	299,894 -248,541	-45%	-$3.23M	0.05%	373
2024 Q3	$4.31M	Buy	548,435 +81,426	+17%	+$592K	0.05%	384
2024 Q2	$3.09M	Buy	467,009 +35,738	+8%	+$252K	0.03%	480
2024 Q1	$3.15M	Buy	431,271 +102,034	+31%	+$810K	0.04%	476
2023 Q4	$3.28M	Buy	329,237 +22,963	+7%	+$183K	0.04%	439
2023 Q3	$2.45M	Buy	306,274 +40,298	+15%	+$354K	0.03%	493
2023 Q2	$2.22M	Sell	265,976 -41,802	-14%	-$273K	0.03%	536
2023 Q1	$1.87M	Buy	307,778 +60,745	+25%	+$368K	0.03%	569
2022 Q4	$1.14M	Sell	247,033 -6,759	-3%	-$33.5K	0.02%	696
2022 Q3	$1.24M	Buy	253,792 +47,103	+23%	+$298K	0.02%	644
2022 Q2	$1.09M	Buy	206,689 +79,371	+62%	+$536K	0.02%	658
2022 Q1	$1.2M	Buy	+127,318	New	+$1.46M	0.02%	656