FAS Wealth Partners’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	$228K	Hold	14,365	–	–	0.01%	328
2025 Q4	$376K	Hold	14,365	–	–	0.02%	261
2025 Q3	$380K	Sell	14,365 -455	-3%	-$10.8K	0.03%	248
2025 Q2	$270K	Hold	14,820	–	–	0.02%	273
2025 Q1	$172K	Sell	14,820 -1,000	-6%	-$14.4K	0.01%	297
2024 Q4	$244K	Sell	15,820 -300	-2%	-$3.9K	0.02%	279
2024 Q3	$127K	Sell	16,120 -700	-4%	-$5.09K	0.01%	315
2024 Q2	$111K	Hold	16,820	–	–	0.01%	307
2024 Q1	$123K	Buy	16,820 +1,000	+6%	+$7.94K	0.01%	309
2023 Q4	$157K	Buy	15,820 +655	+4%	+$5.21K	0.02%	292
2023 Q3	$121K	Sell	15,165 -2,000	-12%	-$17.6K	0.01%	292
2023 Q2	$143K	Buy	17,165 +4,900	+40%	+$31.9K	0.02%	267
2023 Q1	$74.4K	Buy	12,265 +565	+5%	+$3.43K	0.01%	317
2022 Q4	$53.9K	Hold	11,700	–	–	0.01%	321
2022 Q3	$57K	Buy	+11,700	New	+$74K	0.01%	314