Capital Advisors Inc’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	$440K	Buy	27,709 +4,896	+21%	+$103K	0.01%	239
2025 Q4	$597K	Buy	22,813 +4,356	+24%	+$121K	0.01%	204
2025 Q3	$488K	Buy	18,457 +1,055	+6%	+$25K	0.01%	200
2025 Q2	$317K	Buy	17,402 +4,041	+30%	+$53.3K	0.01%	251
2025 Q1	$155K	Buy	13,361 +110	+0.8%	+$1.58K	﹤0.01%	302
2024 Q4	$204K	Buy	13,251 +3,001	+29%	+$39K	﹤0.01%	295
2024 Q3	$80.6K	Sell	10,250 -1,846	-15%	-$13.4K	﹤0.01%	292
2024 Q2	$80K	Sell	12,096 -19,800	-62%	-$140K	﹤0.01%	304
2024 Q1	$102K	Buy	31,896 +19,700	+162%	+$156K	﹤0.01%	301
2023 Q4	$121K	Hold	12,196	–	–	﹤0.01%	283
2023 Q3	$97.4K	Buy	12,196 +250	+2%	+$2.2K	﹤0.01%	256
2023 Q2	$99.6K	Buy	11,946 +200	+2%	+$1.3K	﹤0.01%	268
2023 Q1	$71.3K	Buy	+11,746	New	+$71.2K	﹤0.01%	250