Harbour Investments’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	$1.32M	Buy	83,166 +13,078	+19%	+$276K	0.02%	666
2025 Q4	$1.83M	Buy	70,088 +1,374	+2%	+$38.3K	0.04%	420
2025 Q3	$1.82M	Sell	68,714 -182	-0.3%	-$4.32K	0.04%	376
2025 Q2	$1.25M	Sell	68,896 -1,684	-2%	-$22.2K	0.03%	457
2025 Q1	$821K	Buy	70,580 +2,463	+4%	+$35.5K	0.02%	544
2024 Q4	$1.05M	Buy	68,117 +6,018	+10%	+$78.2K	0.03%	458
2024 Q3	$488K	Buy	62,099 +2,985	+5%	+$21.7K	0.01%	663
2024 Q2	$391K	Sell	59,114 -7,467	-11%	-$52.7K	0.01%	696
2024 Q1	$486K	Buy	66,581 +5,916	+10%	+$47K	0.02%	599
2023 Q4	$604K	Buy	60,665 +3,025	+5%	+$24K	0.03%	482
2023 Q3	$461K	Buy	57,640 +3,727	+7%	+$32.8K	0.02%	511
2023 Q2	$450K	Buy	53,913 +4,975	+10%	+$32.4K	0.02%	526
2023 Q1	$297K	Buy	48,938 +3,460	+8%	+$21K	0.02%	627
2022 Q4	$210K	Buy	45,478 +8,253	+22%	+$40.9K	0.01%	731
2022 Q3	$196K	Hold	37,225	–	–	0.01%	700
2022 Q2	$196K	Buy	+37,225	New	+$252K	0.01%	700
2021 Q2	–	Sell	-1,591	Closed	-$27K	–	3954
2021 Q1	$27K	Buy	+1,591	New	+$31.4K	﹤0.01%	2044