Centerpoint Advisors’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	$0	Hold	25	–	–	﹤0.01%	423
2025 Q4	$1K	Hold	25	–	–	﹤0.01%	391
2025 Q3	$1K	Hold	25	–	–	﹤0.01%	433
2025 Q2	$0	Hold	25	–	–	﹤0.01%	430
2025 Q1	$0	Sell	25 -25	-50%	-$360	﹤0.01%	447
2024 Q4	$1K	Hold	50	–	–	﹤0.01%	438
2024 Q3	$0	Hold	50	–	–	﹤0.01%	493
2024 Q2	$0	Hold	50	–	–	﹤0.01%	471
2024 Q1	$0	Hold	50	–	–	﹤0.01%	454
2023 Q4	$0	Hold	50	–	–	﹤0.01%	583
2023 Q3	$0	Sell	50 -50	-50%	-$440	﹤0.01%	625
2023 Q2	$1K	Sell	100 -150	-60%	-$978	﹤0.01%	539
2023 Q1	$2K	Sell	250 -250	-50%	-$1.52K	﹤0.01%	450
2022 Q4	$2K	Buy	500 +100	+25%	+$496	﹤0.01%	412
2022 Q3	$2K	Buy	400 +200	+100%	+$1.26K	﹤0.01%	326
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	372
2022 Q1	$2K	Buy	+200	New	+$2.3K	﹤0.01%	332