Foundations Investment 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	$382K	Sell	24,052 -10,861	-31%	-$229K	﹤0.01%	814
2025 Q4	$914K	Buy	34,913 +6,802	+24%	+$190K	0.01%	534
2025 Q3	$743K	Buy	28,111 +1,187	+4%	+$28.2K	0.01%	545
2025 Q2	$490K	Buy	26,924 +5,224	+24%	+$68.9K	0.01%	584
2025 Q1	$252K	Buy	21,700 +4,225	+24%	+$60.9K	﹤0.01%	764
2024 Q4	$269K	Buy	17,475 +51	+0.3%	+$662	0.01%	686
2024 Q3	$137K	Buy	+17,424	New	+$127K	﹤0.01%	788
2024 Q2	–	Sell	-35,295	Closed	-$258K	–	796
2024 Q1	$258K	Buy	35,295 +2,103	+6%	+$16.7K	0.01%	618
2023 Q4	$257K	Buy	33,192 +22,555	+212%	+$179K	0.01%	591
2023 Q3	$85K	Buy	+10,637	New	+$93.5K	﹤0.01%	626