Fermata Advisors’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$286K	Buy	15,710 +3,225	+26%	+$58.7K	0.08%	180
2025 Q1	$145K	Hold	12,485	–	–	0.03%	276
2024 Q4	$192K	Hold	12,485	–	–	0.04%	257
2024 Q3	$98.1K	Buy	12,485 +1,000	+9%	+$7.86K	0.02%	243
2024 Q2	$75.9K	Buy	+11,485	New	+$75.9K	0.02%	225