Continuum Advisory’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-626	Closed	-$7.28K	–	1394
2025 Q1	$7.28K	Hold	626	–	–	﹤0.01%	1048
2024 Q4	$9.64K	Hold	626	–	–	﹤0.01%	993
2024 Q3	$8.39K	Buy	+626	New	+$4.55K	﹤0.01%	1045
2024 Q1	–	Sell	-10,025	Closed	-$99.7K	–	1708
2023 Q4	$99.7K	Buy	10,025 +25	+0.3%	+$199	0.01%	445
2023 Q3	$79.9K	Hold	10,000	–	–	0.01%	439
2023 Q2	$83.4K	Hold	10,000	–	–	0.01%	439
2023 Q1	$60.7K	Sell	10,000 -32	-0.3%	-$194	0.01%	415
2022 Q4	$46.2K	Sell	10,032 -203	-2%	-$1.01K	0.01%	406
2022 Q3	$50K	Hold	10,235	–	–	0.01%	395
2022 Q2	$54K	Buy	+10,235	New	+$69.2K	0.01%	395