Guggenheim Capital’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 Q3	–	Sell	-11,350	Closed	-$207K	–	1658
2025 Q2	$207K	Sell	11,350 -1,009	-8%	-$13.3K	﹤0.01%	1507
2025 Q1	$144K	Buy	+12,359	New	+$178K	﹤0.01%	1576
2024 Q4	–	Sell	-10,843	Closed	-$85.2K	–	1895
2024 Q3	$85.2K	Buy	+10,843	New	+$78.8K	﹤0.01%	1837
2024 Q2	–	Sell	-18,411	Closed	-$134K	–	1935
2024 Q1	$134K	Buy	+18,411	New	+$146K	﹤0.01%	1831
2022 Q3	–	Sell	-12,857	Closed	-$68K	–	2032
2022 Q2	$68K	Sell	12,857 -12,170	-49%	-$82.2K	﹤0.01%	2026
2022 Q1	$237K	Buy	25,027 +6,858	+38%	+$78.8K	﹤0.01%	1979
2021 Q4	$287K	Buy	+18,169	New	+$333K	﹤0.01%	1891