Focused 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 Q3	–	Sell	-14,899	Closed	-$271K	–	240
2025 Q2	$271K	Buy	14,899 +1,950	+15%	+$25.7K	0.03%	141
2025 Q1	$151K	Buy	+12,949	New	+$187K	0.02%	172
2024 Q4	–	Sell	-1,194	Closed	-$9.38K	–	259
2024 Q3	$9.38K	Buy	+1,194	New	+$8.68K	﹤0.01%	236
2024 Q1	–	Sell	-1,154	Closed	-$11.5K	–	854
2023 Q4	$11.5K	Buy	1,154 +673	+140%	+$5.35K	﹤0.01%	523
2023 Q3	$3.84K	Buy	481 +81	+20%	+$712	﹤0.01%	685
2023 Q2	$3.34K	Sell	400 -400	-50%	-$2.61K	﹤0.01%	736
2023 Q1	$4.86K	Hold	800	–	–	﹤0.01%	677
2022 Q4	$3.69K	Hold	800	–	–	﹤0.01%	712
2022 Q3	$4K	Hold	800	–	–	﹤0.01%	675
2022 Q2	$4K	Hold	800	–	–	﹤0.01%	664
2022 Q1	$8K	Sell	800 -800	-50%	-$9.19K	﹤0.01%	593
2021 Q4	$25K	Buy	1,600 +450	+39%	+$8.26K	﹤0.01%	462
2021 Q3	$18K	Buy	1,150 +500	+77%	+$7.84K	﹤0.01%	527
2021 Q2	$12K	Buy	650 +400	+160%	+$7.42K	﹤0.01%	584
2021 Q1	$4K	Buy	+250	New	+$4.94K	﹤0.01%	754