Cassaday & Co 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	$144K	Sell	9,090 -310	-3%	-$6.54K	﹤0.01%	385
2025 Q4	$246K	Hold	9,400	–	–	0.01%	315
2025 Q3	$248K	Buy	+9,400	New	+$223K	0.01%	306
2025 Q2	–	Sell	-14,400	Closed	-$167K	–	339
2025 Q1	$167K	Sell	14,400 -5,500	-28%	-$79.3K	﹤0.01%	309
2024 Q4	$306K	Buy	19,900 +9,900	+99%	+$129K	0.01%	251
2024 Q3	$78.6K	Sell	10,000 -450	-4%	-$3.27K	﹤0.01%	308
2024 Q2	$69.1K	Buy	10,450 +450	+5%	+$3.17K	﹤0.01%	286
2024 Q1	$73K	Hold	10,000	–	–	﹤0.01%	293
2023 Q4	$99.5K	Hold	10,000	–	–	﹤0.01%	265
2023 Q3	$79.9K	Hold	10,000	–	–	﹤0.01%	258
2023 Q2	$83.4K	Buy	+10,000	New	+$65.2K	﹤0.01%	255
2023 Q1	–	Sell	-13,224	Closed	-$61K	–	264
2022 Q4	$61K	Buy	+13,224	New	+$65.6K	﹤0.01%	252