Great Valley Advisor Group’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	$352K	Buy	22,215 +7,244	+48%	+$153K	0.01%	773
2025 Q4	$392K	Buy	14,971 +718	+5%	+$20K	0.01%	704
2025 Q3	$377K	Buy	14,253 +3,912	+38%	+$92.8K	0.01%	709
2025 Q2	$188K	Sell	10,341 -5,013	-33%	-$66.1K	﹤0.01%	866
2025 Q1	$179K	Sell	15,354 -8,026	-34%	-$116K	﹤0.01%	845
2024 Q4	$360K	Sell	23,380 -51,892	-69%	-$674K	0.01%	654
2024 Q3	$592K	Buy	75,272 +14,637	+24%	+$106K	0.01%	523
2024 Q2	$401K	Buy	60,635 +827	+1%	+$5.83K	0.01%	584
2024 Q1	$437K	Buy	59,808 +1,532	+3%	+$12.2K	0.01%	524
2023 Q4	$580K	Buy	+58,276	New	+$463K	0.02%	428
2022 Q1	–	Sell	-19,684	Closed	-$311K	–	625
2021 Q4	$311K	Buy	19,684 +1,252	+7%	+$23K	0.02%	484
2021 Q3	$292K	Buy	+18,432	New	+$289K	0.02%	473