Ballentine Partners’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	$222K	Sell	14,007 -305	-2%	-$6.43K	﹤0.01%	889
2025 Q4	$375K	Sell	14,312 -142	-1%	-$3.96K	0.01%	614
2025 Q3	$382K	Buy	14,454 +240	+2%	+$5.7K	0.01%	600
2025 Q2	$259K	Sell	14,214 -434	-3%	-$5.72K	﹤0.01%	754
2025 Q1	$170K	Buy	14,648 +1,497	+11%	+$21.6K	﹤0.01%	823
2024 Q4	$203K	Sell	13,151 -31	-0.2%	-$403	﹤0.01%	780
2024 Q3	$104K	Sell	13,182 -940	-7%	-$6.83K	﹤0.01%	800
2024 Q2	$93.3K	Buy	14,122 +967	+7%	+$6.82K	﹤0.01%	729
2024 Q1	$96K	Buy	13,155 +842	+7%	+$6.69K	﹤0.01%	709
2023 Q4	$123K	Buy	12,313 +169	+1%	+$1.34K	﹤0.01%	652
2023 Q3	$97K	Buy	12,144 +143	+1%	+$1.26K	﹤0.01%	580
2023 Q2	$100K	Buy	12,001 +856	+8%	+$5.58K	﹤0.01%	580
2023 Q1	$67.7K	Buy	11,145 +452	+4%	+$2.74K	﹤0.01%	555
2022 Q4	$49.3K	Buy	+10,693	New	+$53K	﹤0.01%	503