Burney Company’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	-76,167	Closed	-$1.99M	–	645
2025 Q4	$1.99M	Sell	76,167 -300	-0.4%	-$8.36K	0.06%	244
2025 Q3	$2.02M	Sell	76,467 -70,669	-48%	-$1.68M	0.06%	231
2025 Q2	$2.68M	Buy	147,136 +557	+0.4%	+$7.34K	0.09%	189
2025 Q1	$1.7M	Buy	146,579 +44,900	+44%	+$647K	0.06%	233
2024 Q4	$1.57M	Sell	101,679 -79,680	-44%	-$1.03M	0.06%	249
2024 Q3	$1.43M	Hold	181,359	–	–	0.05%	268
2024 Q2	$1.2M	Sell	181,359 -75	-0%	-$529	0.05%	294
2024 Q1	$1.32M	Buy	+181,434	New	+$1.44M	0.05%	292
2023 Q2	–	Sell	-11,294	Closed	-$68.6K	–	590
2023 Q1	$68.6K	Buy	11,294 +100	+0.9%	+$606	﹤0.01%	554
2022 Q4	$51.6K	Sell	11,194 -9,425	-46%	-$46.7K	﹤0.01%	540
2022 Q3	$101K	Sell	20,619 -620	-3%	-$3.92K	0.01%	537
2022 Q2	$112K	Sell	21,239 -3,330	-14%	-$22.5K	0.01%	534
2022 Q1	$232K	Buy	+24,569	New	+$282K	0.01%	539