Beacon Pointe 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	$808K	Buy	50,901 +24,944	+96%	+$526K	﹤0.01%	1080
2025 Q4	$680K	Buy	25,957 +3,839	+17%	+$107K	﹤0.01%	963
2025 Q3	$584K	Sell	22,118 -85,708	-79%	-$2.03M	0.01%	954
2025 Q2	$1.96M	Sell	107,826 -23,903	-18%	-$315K	0.02%	488
2025 Q1	$1.53M	Sell	131,729 -42,145	-24%	-$607K	0.02%	523
2024 Q4	$2.68M	Buy	173,874 +26,734	+18%	+$347K	0.03%	397
2024 Q3	$1.16M	Sell	147,140 -29,520	-17%	-$215K	0.01%	598
2024 Q2	$1.17M	Buy	176,660 +546	+0.3%	+$3.85K	0.01%	601
2024 Q1	$1.29M	Buy	176,114 +71,991	+69%	+$572K	0.01%	612
2023 Q4	$1.04M	Buy	104,123 +30,646	+42%	+$244K	0.01%	654
2023 Q3	$587K	Buy	73,477 +13,097	+22%	+$115K	0.01%	816
2023 Q2	$504K	Buy	60,380 +37,720	+166%	+$246K	0.01%	714
2023 Q1	$138K	Sell	22,660 -37,654	-62%	-$228K	﹤0.01%	1090
2022 Q4	$278K	Buy	60,314 +38,720	+179%	+$192K	0.01%	888
2022 Q3	$105K	Buy	21,594 +402	+2%	+$2.54K	﹤0.01%	962
2022 Q2	$113K	Buy	21,192 +1,609	+8%	+$10.9K	﹤0.01%	1005
2022 Q1	$185K	Buy	+19,583	New	+$225K	﹤0.01%	1134