EP Wealth Advisors’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	–	Sell	-9,707	Closed	-$254K	–	1587
2025 Q4	$254K	Buy	+9,707	New	+$270K	﹤0.01%	1231
2025 Q2	–	Sell	-192,811	Closed	-$2.24M	–	1467
2025 Q1	$2.24M	Sell	192,811 -93,650	-33%	-$1.35M	0.02%	347
2024 Q4	$4.41M	Sell	286,461 -89,304	-24%	-$1.16M	0.04%	234
2024 Q3	$2.95M	Sell	375,765 -7,079	-2%	-$51.5K	0.03%	290
2024 Q2	$2.53M	Buy	382,844 +6,122	+2%	+$43.2K	0.03%	248
2024 Q1	$2.75M	Sell	376,722 -300	-0.1%	-$2.38K	0.03%	230
2023 Q4	$3.75M	Buy	377,022 +1,508	+0.4%	+$12K	0.05%	195
2023 Q3	$3M	Buy	375,514 +152,309	+68%	+$1.34M	0.05%	200
2023 Q2	$3.13M	Buy	+223,205	New	+$1.46M	0.05%	200
2022 Q4	–	Sell	-13,821	Closed	-$67K	–	640
2022 Q3	$67K	Buy	+13,821	New	+$87.4K	﹤0.01%	326