Axim Planning & Wealth’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	$183K	Hold	11,500	–	–	0.22%	81
2025 Q4	$301K	Sell	11,500 -1,429	-11%	-$39.8K	0.32%	51
2025 Q3	$342K	Sell	12,929 -2,721	-17%	-$64.6K	0.27%	46
2025 Q2	$285K	Buy	15,650 +1,000	+7%	+$13.2K	0.26%	36
2025 Q1	$170K	Sell	14,650 -4,662	-24%	-$67.2K	0.15%	41
2024 Q4	$297K	Sell	19,312 -13,606	-41%	-$177K	0.32%	18
2024 Q3	$259K	Sell	32,918 -3,840	-10%	-$27.9K	0.29%	21
2024 Q2	$243K	Buy	36,758 +8,758	+31%	+$61.8K	0.29%	21
2024 Q1	$204K	Buy	28,000 +6,000	+27%	+$47.7K	0.17%	21
2023 Q4	$219K	Buy	22,000 +2,900	+15%	+$23.1K	0.2%	26
2023 Q3	$153K	Buy	+19,100	New	+$168K	0.13%	27