Brown Advisory’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	–	Sell	-12,706	Closed	-$333K	–	1459
2025 Q4	$333K	Sell	12,706 -226	-2%	-$6.3K	﹤0.01%	1188
2025 Q3	$342K	Buy	12,932 +5	+0%	+$119	﹤0.01%	1170
2025 Q2	$235K	Sell	12,927 -11,846	-48%	-$156K	﹤0.01%	1245
2025 Q1	$288K	Buy	+24,773	New	+$357K	﹤0.01%	1143
2024 Q4	–	Sell	-10,255	Closed	-$80.6K	–	1373
2024 Q3	$80.6K	Sell	10,255 -17,948	-64%	-$130K	﹤0.01%	1242
2024 Q2	$186K	Buy	28,203 +5,500	+24%	+$38.8K	﹤0.01%	1177
2024 Q1	$166K	Sell	22,703 -12,276	-35%	-$97.5K	﹤0.01%	1195
2023 Q4	$348K	Buy	34,979 +12,276	+54%	+$97.6K	﹤0.01%	1022
2023 Q3	$181K	Hold	22,703	–	–	﹤0.01%	1132
2023 Q2	$189K	Hold	22,703	–	–	﹤0.01%	1124
2023 Q1	$138K	Hold	22,703	–	–	﹤0.01%	1166
2022 Q4	$105K	Buy	22,703 +3,405	+18%	+$16.9K	﹤0.01%	1168
2022 Q3	$94K	Buy	19,298 +100	+0.5%	+$633	﹤0.01%	1100
2022 Q2	$101K	Sell	19,198 -10,984	-36%	-$74.2K	﹤0.01%	1072
2022 Q1	$285K	Sell	30,182 -24,237	-45%	-$278K	﹤0.01%	981
2021 Q4	$860K	Sell	54,419 -19,872	-27%	-$365K	﹤0.01%	754
2021 Q3	$1.18M	Buy	74,291 +30,946	+71%	+$485K	﹤0.01%	665
2021 Q2	$830K	Buy	+43,345	New	+$804K	﹤0.01%	748