HighTower Advisors’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	$1.88M	Sell	118,607 -188,188	-61%	-$3.97M	﹤0.01%	1749
2025 Q4	$8.03M	Buy	306,795 +173,492	+130%	+$4.83M	0.01%	958
2025 Q3	$3.52M	Sell	133,303 -42,024	-24%	-$997K	﹤0.01%	1307
2025 Q2	$3.19M	Sell	175,327 -9,156	-5%	-$121K	﹤0.01%	1311
2025 Q1	$2.15M	Sell	184,483 -17,869	-9%	-$258K	﹤0.01%	1492
2024 Q4	$3.12M	Buy	202,352 +2,878	+1%	+$37.4K	﹤0.01%	1277
2024 Q3	$1.57M	Sell	199,474 -3,446	-2%	-$25K	﹤0.01%	1653
2024 Q2	$1.34M	Sell	202,920 -36,714	-15%	-$259K	﹤0.01%	1689
2024 Q1	$1.75M	Buy	239,634 +54,264	+29%	+$431K	﹤0.01%	1501
2023 Q4	$1.84M	Sell	185,370 -54,140	-23%	-$430K	﹤0.01%	1481
2023 Q3	$1.92M	Buy	239,510 +1,715	+0.7%	+$15.1K	﹤0.01%	1399
2023 Q2	$1.98M	Buy	237,795 +23,454	+11%	+$153K	﹤0.01%	1357
2023 Q1	$1.3M	Buy	214,341 +69,869	+48%	+$424K	﹤0.01%	1533
2022 Q4	$659K	Sell	144,472 -79,730	-36%	-$395K	﹤0.01%	1934
2022 Q3	$1.09M	Buy	224,202 +77,508	+53%	+$490K	﹤0.01%	1562
2022 Q2	$774K	Sell	146,694 -221,009	-60%	-$1.49M	﹤0.01%	1791
2022 Q1	$3.51M	Buy	367,703 +260,680	+244%	+$2.99M	0.01%	1068
2021 Q4	$1.69M	Buy	107,023 +16,886	+19%	+$310K	﹤0.01%	1457
2021 Q3	$1.43M	Buy	+90,137	New	+$1.41M	﹤0.01%	1448