Future Financial 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
2026 Q1	$216K	Sell	11,500 -1,000	-8%	-$21.1K	0.14%	114
2025 Q4	$319K	Hold	12,500	–	–	0.21%	85
2025 Q3	$330K	Sell	12,500 -2,000	-14%	-$47.5K	0.21%	82
2025 Q2	$264K	Buy	14,500 +1,000	+7%	+$13.2K	0.18%	96
2025 Q1	$157K	Hold	13,500	–	–	0.12%	125
2024 Q4	$208K	Sell	13,500 -1,610	-11%	-$20.9K	0.15%	108
2024 Q3	$119K	Buy	+15,110	New	+$110K	0.08%	157
2024 Q2	–	Sell	-5,110	Closed	-$37.3K	–	412
2024 Q1	$37.3K	Buy	+5,110	New	+$40.6K	0.03%	294
2022 Q2	–	Sell	-3,760	Closed	-$36K	–	437
2022 Q1	$36K	Buy	3,760 +250	+7%	+$2.87K	0.03%	308
2021 Q4	$55K	Buy	+3,510	New	+$64.4K	0.04%	261