Forum Financial 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
2026 Q1	–	Sell	-28,324	Closed	-$742K	–	893
2025 Q4	$742K	Sell	28,324 -15,306	-35%	-$427K	0.01%	325
2025 Q3	$1.15M	Sell	43,630 -139	-0.3%	-$3.3K	0.02%	213
2025 Q2	$797K	Buy	43,769 +2,372	+6%	+$31.3K	0.01%	255
2025 Q1	$481K	Sell	41,397 -49	-0.1%	-$706	0.01%	391
2024 Q4	$638K	Buy	41,446 +5,475	+15%	+$71.1K	0.01%	304
2024 Q3	$283K	Buy	35,971 +254	+0.7%	+$1.85K	﹤0.01%	546
2024 Q2	$236K	Buy	35,717 +11,145	+45%	+$78.6K	﹤0.01%	587
2024 Q1	$179K	Buy	24,572 +37	+0.2%	+$294	﹤0.01%	710
2023 Q4	$244K	Buy	+24,535	New	+$195K	﹤0.01%	552