D.A. Davidson & Co’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	$4.25M	Buy	267,848 +48,682	+22%	+$1.03M	0.03%	450
2025 Q4	$5.74M	Buy	219,166 +59,623	+37%	+$1.66M	0.04%	355
2025 Q3	$4.22M	Buy	159,543 +37,415	+31%	+$888K	0.03%	418
2025 Q2	$2.22M	Buy	122,128 +798	+0.7%	+$10.5K	0.02%	580
2025 Q1	$1.41M	Buy	121,330 +12,322	+11%	+$178K	0.01%	675
2024 Q4	$1.68M	Buy	109,008 +21,344	+24%	+$277K	0.01%	616
2024 Q3	$689K	Buy	87,664 +3,322	+4%	+$24.1K	0.01%	898
2024 Q2	$558K	Buy	84,342 +1,179	+1%	+$8.31K	﹤0.01%	931
2024 Q1	$607K	Buy	83,163 +2,991	+4%	+$23.8K	0.01%	913
2023 Q4	$798K	Buy	80,172 +8,518	+12%	+$67.7K	0.01%	785
2023 Q3	$573K	Buy	71,654 +1,092	+2%	+$9.6K	0.01%	855
2023 Q2	$588K	Buy	70,562 +8,388	+13%	+$54.7K	0.01%	873
2023 Q1	$377K	Buy	62,174 +29,834	+92%	+$181K	﹤0.01%	996
2022 Q4	$149K	Sell	32,340 -1,772	-5%	-$8.79K	﹤0.01%	1226
2022 Q3	$166K	Buy	+34,112	New	+$216K	﹤0.01%	1181