Avestar Capital’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	$251K	Buy	15,835 +44	+0.3%	+$927	0.02%	461
2025 Q4	$413K	Sell	15,791 -906	-5%	-$25.2K	0.03%	374
2025 Q3	$441K	Buy	16,697 +2,115	+15%	+$50.2K	0.03%	360
2025 Q2	$266K	Hold	14,582	–	–	0.02%	412
2025 Q1	$170K	Hold	14,582	–	–	0.02%	461
2024 Q4	$225K	Hold	14,582	–	–	0.02%	450
2024 Q3	$115K	Hold	14,582	–	–	0.01%	455
2024 Q2	$96.4K	Hold	14,582	–	–	0.01%	438
2024 Q1	$106K	Hold	14,582	–	–	0.01%	442
2023 Q4	$145K	Sell	14,582 -750	-5%	-$5.96K	0.02%	372
2023 Q3	$123K	Hold	15,332	–	–	0.02%	350
2023 Q2	$128K	Hold	15,332	–	–	0.02%	320
2023 Q1	$93.1K	Sell	15,332 -1,540	-9%	-$9.34K	0.02%	308
2022 Q4	$77.8K	Sell	16,872 -11,198	-40%	-$55.5K	0.02%	288
2022 Q3	$137K	Sell	28,070 -2,070	-7%	-$13.1K	0.04%	260
2022 Q2	$159K	Sell	30,140 -43,712	-59%	-$295K	0.04%	264
2022 Q1	$698K	Sell	73,852 -866	-1%	-$9.95K	0.13%	171
2021 Q4	$1.18M	Sell	74,718 -8,952	-11%	-$164K	0.22%	143
2021 Q3	$1.33M	Buy	+83,670	New	+$1.31M	0.26%	143