Evercore Wealth 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
2025 Q1	–	Sell	-25,000	Closed	-$385K	–	433
2024 Q4	$385K	Hold	25,000	–	–	0.01%	309
2024 Q3	$197K	Sell	25,000 -10,849	-30%	-$78.9K	﹤0.01%	405
2024 Q2	$237K	Buy	35,849 +25,000	+230%	+$176K	﹤0.01%	367
2024 Q1	$79.2K	Hold	10,849	–	–	﹤0.01%	416
2023 Q4	$108K	Hold	10,849	–	–	﹤0.01%	424
2023 Q3	$86.7K	Hold	10,849	–	–	﹤0.01%	399
2023 Q2	$90.5K	Hold	10,849	–	–	﹤0.01%	408
2023 Q1	$65.9K	Hold	10,849	–	–	﹤0.01%	399
2022 Q4	$50K	Hold	10,849	–	–	﹤0.01%	392
2022 Q3	$53K	Hold	10,849	–	–	﹤0.01%	374
2022 Q2	$57K	Hold	10,849	–	–	﹤0.01%	386
2022 Q1	$103K	Hold	10,849	–	–	﹤0.01%	425
2021 Q4	$172K	Buy	+10,849	New	+$199K	﹤0.01%	416