Global Financial Private Client’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	$185K	Buy	11,623 +3,907	+51%	+$82.4K	0.06%	235
2025 Q4	$202K	Sell	7,716 -9,800	-56%	-$273K	0.07%	226
2025 Q3	$463K	Buy	17,516 +203	+1%	+$4.82K	0.16%	150
2025 Q2	$315K	Buy	17,313 +3,507	+25%	+$46.2K	0.12%	177
2025 Q1	$161K	Sell	13,806 -90	-0.6%	-$1.3K	0.06%	219
2024 Q4	$214K	Sell	13,896 -35	-0.3%	-$455	0.08%	193
2024 Q3	$109K	Hold	13,931	–	–	0.04%	251
2024 Q2	$92.1K	Buy	13,931 +1,004	+8%	+$7.08K	0.04%	245
2024 Q1	$93.3K	Buy	12,927 +1,008	+8%	+$8.01K	0.04%	243
2023 Q4	$119K	Buy	11,919 +4,330	+57%	+$34.4K	0.06%	211
2023 Q3	$59.5K	Buy	7,589 +3,113	+70%	+$27.4K	0.03%	267
2023 Q2	$38.1K	Buy	+4,476	New	+$29.2K	0.02%	316