Baltimore-Washington Financial Advisors’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	$13.9M	Buy	875,993 +61,949	+8%	+$1.31M	0.6%	54
2025 Q4	$21.3M	Buy	814,044 +60,726	+8%	+$1.69M	0.89%	41
2025 Q3	$19.9M	Sell	753,318 -10,068	-1%	-$239K	0.85%	43
2025 Q2	$13.9M	Buy	763,386 +158,455	+26%	+$2.09M	0.65%	50
2025 Q1	$7.04M	Buy	604,931 +12,001	+2%	+$173K	0.37%	72
2024 Q4	$9.13M	Buy	592,930 +67,779	+13%	+$880K	0.47%	66
2024 Q3	$4.13M	Buy	525,151 +20,188	+4%	+$147K	0.22%	79
2024 Q2	$3.34M	Buy	504,963 +45,865	+10%	+$323K	0.19%	80
2024 Q1	$3.35M	Buy	459,098 +10,683	+2%	+$84.8K	0.21%	81
2023 Q4	$4.46M	Buy	448,415 +58,317	+15%	+$464K	0.31%	80
2023 Q3	$3.12M	Buy	390,098 +59,412	+18%	+$522K	0.25%	80
2023 Q2	$2.76M	Buy	330,686 +127,011	+62%	+$828K	0.22%	83
2023 Q1	$1.24M	Buy	203,675 +4,897	+2%	+$29.7K	0.11%	99
2022 Q4	$916K	Sell	198,778 -4,799	-2%	-$23.8K	0.09%	97
2022 Q3	$993K	Buy	203,577 +12,154	+6%	+$76.9K	0.08%	97
2022 Q2	$1.01M	Buy	+191,423	New	+$1.29M	0.11%	86
2022 Q1	–	Sell	-238,981	Closed	-$3.78M	–	159
2021 Q4	$3.78M	Buy	238,981 +223,441	+1,438%	+$4.1M	0.31%	75
2021 Q3	$246K	Buy	+15,540	New	+$244K	0.02%	114