Consolidated Investment 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	$3.95M	Buy	248,480 +47,395	+24%	+$999K	0.43%	46
2025 Q4	$5.26M	Hold	201,085	–	–	0.63%	33
2025 Q3	$5.31M	Hold	201,085	–	–	0.65%	34
2025 Q2	$3.66M	Buy	201,085 +50,000	+33%	+$659K	0.49%	45
2025 Q1	$1.76M	Buy	151,085 +13,085	+9%	+$189K	0.27%	56
2024 Q4	$2.13M	Hold	138,000	–	–	0.3%	51
2024 Q3	$1.08M	Buy	138,000 +75,000	+119%	+$545K	0.16%	61
2024 Q2	$416K	Hold	63,000	–	–	0.06%	61
2024 Q1	$460K	Hold	63,000	–	–	0.07%	60
2023 Q4	$627K	Hold	63,000	–	–	0.11%	60
2023 Q3	$503K	Hold	63,000	–	–	0.1%	63
2023 Q2	$525K	Hold	63,000	–	–	0.09%	63
2023 Q1	$382K	Hold	63,000	–	–	0.07%	65
2022 Q4	$290K	Hold	63,000	–	–	0.06%	68
2022 Q3	$307K	Hold	63,000	–	–	0.07%	71
2022 Q2	$332K	Hold	63,000	–	–	0.06%	82
2022 Q1	$595K	Buy	63,000 +7,500	+14%	+$86.1K	0.1%	73
2021 Q4	$877K	Buy	+55,500	New	+$1.02M	0.14%	67