Empowered Funds’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	$1.04M	Sell	65,704 -35,128	-35%	-$740K	0.01%	1396
2025 Q4	$2.64M	Buy	100,832 +41,430	+70%	+$1.15M	0.04%	408
2025 Q3	$1.57M	Buy	59,402 +21,236	+56%	+$504K	0.02%	1021
2025 Q2	$695K	Buy	38,166 +5,040	+15%	+$66.5K	0.01%	1211
2025 Q1	$385K	Buy	33,126 +1,631	+5%	+$23.5K	0.01%	1321
2024 Q4	$485K	Sell	31,495 -9,782	-24%	-$127K	0.01%	1190
2024 Q3	$324K	Buy	41,277 +1,951	+5%	+$14.2K	0.01%	1234
2024 Q2	$260K	Sell	39,326 -8,528	-18%	-$60.1K	﹤0.01%	1235
2024 Q1	$349K	Buy	47,854 +8,707	+22%	+$69.2K	0.01%	1172
2023 Q4	$390K	Buy	39,147 +8,332	+27%	+$66.2K	0.01%	1038
2023 Q3	$246K	Sell	30,815 -7,657	-20%	-$67.3K	0.01%	1102
2023 Q2	$321K	Buy	38,472 +8,212	+27%	+$53.5K	0.01%	938
2023 Q1	$184K	Buy	30,260 +3,729	+14%	+$22.6K	0.01%	504
2022 Q4	$122K	Buy	26,531 +94	+0.4%	+$466	0.02%	433
2022 Q3	$129K	Buy	26,437 +6,360	+32%	+$40.2K	0.01%	313
2022 Q2	$106K	Buy	+20,077	New	+$136K	0.01%	263