Global Retirement Partners’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.54M	Sell	58,648 -13,032	-18%	-$363K	0.03%	518
2025 Q3	$1.89M	Sell	71,680 -32,117	-31%	-$762K	0.04%	373
2025 Q2	$1.89M	Buy	+103,797	New	+$1.37M	0.05%	355
2024 Q4	$764K	Buy	49,586 +2,984	+6%	+$38.8K	0.02%	511
2024 Q3	$366K	Buy	46,602 +8,323	+22%	+$60.5K	0.01%	726
2024 Q2	$253K	Buy	38,279 +1,450	+4%	+$10.2K	0.01%	811
2024 Q1	$269K	Buy	36,829 +29,950	+435%	+$238K	0.01%	694
2023 Q4	$53.1K	Buy	6,879 +24	+0.4%	+$191	﹤0.01%	1333
2023 Q3	$51.2K	Buy	6,855 +13	+0.2%	+$114	﹤0.01%	1260
2023 Q2	$57.1K	Buy	6,842 +1,407	+26%	+$9.17K	﹤0.01%	1205
2023 Q1	$26.4K	Buy	5,435 +4,172	+330%	+$25.3K	﹤0.01%	1523
2022 Q4	$5.82K	Sell	1,263 -150	-11%	-$744	﹤0.01%	1978
2022 Q3	$8K	Buy	1,413 +1,000	+242%	+$6.33K	﹤0.01%	1778
2022 Q2	$2K	Hold	413	–	–	﹤0.01%	2273
2022 Q1	$3K	Buy	+413	New	+$4.74K	﹤0.01%	2103
2021 Q3	–	Sell	-225	Closed	-$4K	–	2054
2021 Q2	$4K	Sell	225 -75	-25%	-$1.39K	﹤0.01%	1640
2021 Q1	$5K	Buy	+300	New	+$5.92K	﹤0.01%	1490