Cerity Partners’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	$4.8M	Sell	302,117 -36,420	-11%	-$768K	0.01%	1034
2025 Q4	$8.86M	Sell	338,537 -24,049	-7%	-$670K	0.01%	689
2025 Q3	$9.58M	Sell	362,586 -92,699	-20%	-$2.2M	0.02%	600
2025 Q2	$8.29M	Sell	455,285 -143,216	-24%	-$1.89M	0.01%	604
2025 Q1	$6.96M	Buy	598,501 +90,882	+18%	+$1.31M	0.01%	617
2024 Q4	$7.76M	Sell	507,619 -197,752	-28%	-$2.57M	0.02%	574
2024 Q3	$5.54M	Buy	705,371 +138,598	+24%	+$1.01M	0.01%	661
2024 Q2	$3.75M	Buy	566,773 +9,546	+2%	+$67.3K	0.01%	697
2024 Q1	$4.07M	Buy	557,227 +10,662	+2%	+$84.7K	0.01%	711
2023 Q4	$5.44M	Buy	+546,565	New	+$4.34M	0.02%	523
2023 Q3	–	Sell	-538,155	Closed	-$4.49M	–	1676
2023 Q2	$4.49M	Sell	538,155 -6,152	-1%	-$40.1K	0.02%	524
2023 Q1	$3.3M	Sell	544,307 -3,412	-0.6%	-$20.7K	0.01%	577
2022 Q4	$2.53M	Buy	547,719 +11,628	+2%	+$57.7K	0.02%	486
2022 Q3	$2.62M	Buy	536,091 +10,895	+2%	+$68.9K	0.03%	333
2022 Q2	$2.77M	Buy	525,196 +250,496	+91%	+$1.69M	0.03%	340
2022 Q1	$2.6M	Buy	274,700 +262,605	+2,171%	+$3.02M	0.04%	282
2021 Q4	$191K	Buy	+12,095	New	+$222K	﹤0.01%	937