EverSource 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	$69.7K	Buy	4,387 +998	+29%	+$21K	﹤0.01%	1657
2025 Q4	$88.7K	Sell	3,389 -1,196	-26%	-$33.3K	﹤0.01%	1381
2025 Q3	$121K	Buy	4,585 +1,149	+33%	+$27.3K	﹤0.01%	1183
2025 Q2	$62.6K	Sell	3,436 -816	-19%	-$10.8K	﹤0.01%	1481
2025 Q1	$49.5K	Sell	4,252 -4,739	-53%	-$68.3K	﹤0.01%	1251
2024 Q4	$138K	Sell	8,991 -1,193	-12%	-$15.5K	0.01%	804
2024 Q3	$80K	Sell	10,184 -1,754	-15%	-$12.7K	0.01%	874
2024 Q2	$90K	Sell	11,938 -1,397	-10%	-$9.85K	0.01%	837
2024 Q1	$90.4K	Buy	13,335 +1,168	+10%	+$9.28K	0.01%	742
2023 Q4	$121K	Sell	12,167 -25	-0.2%	-$199	0.01%	577
2023 Q3	$97.4K	Sell	12,192 -1,075	-8%	-$9.45K	0.01%	573
2023 Q2	$111K	Sell	13,267 -16,589	-56%	-$108K	0.01%	547
2023 Q1	$181K	Sell	29,856 -8,200	-22%	-$49.7K	0.02%	386
2022 Q4	$175K	Buy	38,056 +37,462	+6,307%	+$186K	0.03%	370
2022 Q3	$3K	Buy	594 +435	+274%	+$2.75K	﹤0.01%	1579
2022 Q2	$1K	Buy	+159	New	+$1.07K	﹤0.01%	1669