Caprock Group’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	$3.09M	Sell	194,420 -32,849	-14%	-$692K	0.07%	230
2025 Q4	$5.95M	Sell	227,269 -1,142	-0.5%	-$31.8K	0.13%	135
2025 Q3	$5.83M	Buy	+228,411	New	+$5.42M	0.14%	108
2025 Q1	$3.38M	Sell	290,362 -40,312	-12%	-$581K	0.1%	177
2024 Q4	$5.09M	Sell	330,674 -396,439	-55%	-$5.15M	0.17%	98
2024 Q3	$5.72M	Sell	727,113 -11,196	-2%	-$81.4K	0.21%	78
2024 Q2	$4.88M	Sell	738,309 -9,772	-1%	-$68.9K	0.2%	79
2024 Q1	$5.46M	Sell	748,081 -11,911	-2%	-$94.6K	0.31%	51
2023 Q4	$7.56M	Sell	759,992 -99,130	-12%	-$788K	0.48%	31
2023 Q3	$6.86M	Buy	859,122 +70,901	+9%	+$623K	0.52%	31
2023 Q2	$6.57M	Sell	788,221 -171,855	-18%	-$1.12M	0.48%	34
2023 Q1	$5.83M	Sell	960,076 -74,474	-7%	-$452K	0.45%	38
2022 Q4	$4.77M	Sell	1,034,550 -74,449	-7%	-$369K	0.44%	35
2022 Q3	$5.41M	Sell	1,108,999 -5,100	-0.5%	-$32.3K	0.52%	34
2022 Q2	$5.87M	Buy	1,114,099 +705,871	+173%	+$4.77M	0.58%	32
2022 Q1	$3.86M	Buy	408,228 +113,021	+38%	+$1.3M	0.36%	44
2021 Q4	$4.67M	Buy	295,207 +225,579	+324%	+$4.14M	0.38%	41
2021 Q3	$1.11M	Buy	69,628 +35,797	+106%	+$561K	0.1%	143
2021 Q2	$649K	Buy	+33,831	New	+$627K	0.06%	223