Centaurus Financial’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$337K	Buy	18,522 +7,365	+66%	+$134K	0.02%	582
2025 Q1	$130K	Sell	11,157 -44	-0.4%	-$513	0.01%	811
2024 Q4	$172K	Buy	+11,201	New	+$172K	0.01%	697
2022 Q1	–	Hold	0	–	–	–	969
2021 Q4	–	Hold	0	–	–	–	969