Capital Advisors Wealth Management’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	$1.76M	Buy	110,792 +1,309	+1%	+$27.6K	0.24%	66
2025 Q4	$2.87M	Buy	109,483 +401	+0.4%	+$11.2K	0.39%	52
2025 Q3	$2.88M	Sell	109,082 -1,275	-1%	-$30.3K	0.41%	50
2025 Q2	$2.01M	Sell	110,357 -345	-0.3%	-$4.55K	0.32%	58
2025 Q1	$1.29M	Sell	110,702 -1,185	-1%	-$17.1K	0.23%	60
2024 Q4	$1.72M	Buy	111,887 +3,708	+3%	+$48.2K	0.31%	50
2024 Q3	$850K	Buy	108,179 +5,180	+5%	+$37.6K	0.16%	71
2024 Q2	$681K	Buy	102,999 +486	+0.5%	+$3.43K	0.13%	73
2024 Q1	$748K	Buy	102,513 +3,150	+3%	+$25K	0.16%	65
2023 Q4	$989K	Buy	99,363 +6,350	+7%	+$50.5K	0.23%	56
2023 Q3	$743K	Buy	93,013 +11,405	+14%	+$100K	0.19%	64
2023 Q2	$681K	Buy	81,608 +6,285	+8%	+$41K	0.17%	68
2023 Q1	$457K	Buy	75,323 +2,145	+3%	+$13K	0.13%	80
2022 Q4	$337K	Sell	73,178 -3,720	-5%	-$18.4K	0.1%	90
2022 Q3	$375K	Buy	76,898 +62,040	+418%	+$393K	0.12%	81
2022 Q2	$78K	Buy	14,858 +2,384	+19%	+$16.1K	0.03%	114
2022 Q1	$118K	Buy	+12,474	New	+$143K	0.04%	121