Envestnet Asset Management’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	$2.71M	Sell	170,947 -53,639	-24%	-$1.13M	﹤0.01%	2778
2025 Q4	$5.88M	Buy	224,586 +36,233	+19%	+$1.01M	﹤0.01%	2065
2025 Q3	$4.98M	Buy	188,353 +114,130	+154%	+$2.71M	﹤0.01%	2243
2025 Q2	$1.35M	Buy	74,223 +4,505	+6%	+$59.4K	﹤0.01%	3075
2025 Q1	$811K	Sell	69,718 -59,676	-46%	-$860K	﹤0.01%	3331
2024 Q4	$1.99M	Sell	129,394 -69,507	-35%	-$903K	﹤0.01%	2685
2024 Q3	$1.56M	Buy	198,901 +56,259	+39%	+$409K	﹤0.01%	2843
2024 Q2	$943K	Sell	142,642 -1,947	-1%	-$13.7K	﹤0.01%	3080
2024 Q1	$1.06M	Buy	144,589 +103,809	+255%	+$824K	﹤0.01%	2991
2023 Q4	$406K	Buy	40,780 +13,047	+47%	+$104K	﹤0.01%	3439
2023 Q3	$222K	Sell	27,733 -130,314	-82%	-$1.15M	﹤0.01%	3695
2023 Q2	$1.32M	Buy	158,047 +97,340	+160%	+$635K	﹤0.01%	2545
2023 Q1	$368K	Buy	60,707 +2,881	+5%	+$17.5K	﹤0.01%	3343
2022 Q4	$267K	Sell	57,826 -22,739	-28%	-$113K	﹤0.01%	3496
2022 Q3	$393K	Buy	80,565 +10,873	+16%	+$68.8K	﹤0.01%	3178
2022 Q2	$367K	Buy	69,692 +14,125	+25%	+$95.5K	﹤0.01%	3244
2022 Q1	$525K	Buy	55,567 +6,197	+13%	+$71.2K	﹤0.01%	3097
2021 Q4	$781K	Buy	49,370 +25,852	+110%	+$474K	﹤0.01%	2791
2021 Q3	$373K	Buy	+23,518	New	+$369K	﹤0.01%	3158