Fortis 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	$238K	Sell	15,000 -2,500	-14%	-$52.7K	0.12%	110
2025 Q4	$458K	Sell	17,500 -2,000	-10%	-$55.7K	0.25%	70
2025 Q3	$515K	Sell	19,500 -11,800	-38%	-$280K	0.29%	59
2025 Q2	$570K	Hold	31,300	–	–	0.37%	53
2025 Q1	$364K	Sell	31,300 -13,250	-30%	-$191K	0.24%	75
2024 Q4	$686K	Hold	44,550	–	–	0.45%	41
2024 Q3	$350K	Hold	44,550	–	–	0.23%	78
2024 Q2	$294K	Buy	44,550 +2,000	+5%	+$14.1K	0.21%	77
2024 Q1	$311K	Hold	42,550	–	–	0.21%	73
2023 Q4	$423K	Buy	42,550 +2,500	+6%	+$19.9K	0.3%	52
2023 Q3	$320K	Sell	40,050 -11,100	-22%	-$97.6K	0.24%	67
2023 Q2	$427K	Buy	51,150 +2,500	+5%	+$16.3K	0.31%	49
2023 Q1	$295K	Buy	48,650 +14,000	+40%	+$84.9K	0.19%	71
2022 Q4	$160K	Hold	34,650	–	–	0.12%	89
2022 Q3	$169K	Buy	34,650 +2,750	+9%	+$17.4K	0.12%	94
2022 Q2	$168K	Buy	31,900 +17,800	+126%	+$120K	0.11%	99
2022 Q1	$133K	Buy	14,100 +3,500	+33%	+$40.2K	0.07%	133
2021 Q4	$168K	Buy	+10,600	New	+$195K	0.1%	104