Founders Financial Securities’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	$349K	Sell	21,477 -332	-2%	-$7K	0.02%	428
2025 Q4	$571K	Buy	21,809 +340	+2%	+$9.47K	0.03%	363
2025 Q3	$567K	Sell	21,469 -1,103	-5%	-$26.2K	0.04%	325
2025 Q2	$411K	Buy	22,572 +300	+1%	+$3.96K	0.03%	372
2025 Q1	$294K	Sell	22,272 -5,500	-20%	-$79.3K	0.02%	397
2024 Q4	$428K	Sell	27,772 -788	-3%	-$10.2K	0.04%	328
2024 Q3	$224K	Buy	28,560 +1,500	+6%	+$10.9K	0.02%	401
2024 Q2	$179K	Buy	27,060 +2,000	+8%	+$14.1K	0.02%	409
2024 Q1	$183K	Hold	25,060	–	–	0.02%	370
2023 Q4	$249K	Buy	25,060 +3,060	+14%	+$24.3K	0.03%	328
2023 Q3	$176K	Sell	22,000 -1,000	-4%	-$8.79K	0.02%	311
2023 Q2	$192K	Hold	23,000	–	–	0.03%	304
2023 Q1	$140K	Buy	23,000 +1,000	+5%	+$6.06K	0.02%	304
2022 Q4	$101K	Buy	22,000 +10,500	+91%	+$52.1K	0.02%	311
2022 Q3	$56K	Buy	+11,500	New	+$72.8K	0.01%	296