Brinker Capital Investments’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	$1.31M	Sell	82,539 -4,324	-5%	-$91.1K	0.01%	962
2025 Q4	$2.27M	Buy	86,863 +52,956	+156%	+$1.48M	0.02%	771
2025 Q3	$896K	Buy	33,907 +8,477	+33%	+$201K	0.01%	1286
2025 Q2	$463K	Sell	25,430 -13,554	-35%	-$179K	﹤0.01%	1533
2025 Q1	$453K	Buy	38,984 +3,491	+10%	+$50.3K	﹤0.01%	1462
2024 Q4	$547K	Buy	35,493 +13,908	+64%	+$181K	0.01%	1309
2024 Q3	$170K	Sell	21,585 -2,787	-11%	-$20.3K	﹤0.01%	1727
2024 Q2	$161K	Buy	24,372 +3,075	+14%	+$21.7K	﹤0.01%	1662
2024 Q1	$155K	Buy	21,297 +262	+1%	+$2.08K	﹤0.01%	1629
2023 Q4	$179K	Sell	21,035 -339	-2%	-$2.69K	﹤0.01%	1593
2023 Q3	$171K	Buy	21,374 +110	+0.5%	+$967	﹤0.01%	1565
2023 Q2	$177K	Buy	21,264 +189	+0.9%	+$1.23K	﹤0.01%	1567
2023 Q1	$128K	Buy	+21,075	New	+$128K	﹤0.01%	1519