Independent Advisor Alliance’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	$572K	Sell	36,012 -5,573	-13%	-$117K	0.01%	1058
2025 Q4	$1.09M	Buy	41,585 +9,452	+29%	+$263K	0.03%	448
2025 Q3	$849K	Buy	32,133 +3,152	+11%	+$74.8K	0.02%	482
2025 Q2	$528K	Buy	28,981 +2,181	+8%	+$28.8K	0.02%	573
2025 Q1	$312K	Buy	26,800 +9,614	+56%	+$139K	0.01%	650
2024 Q4	$265K	Sell	17,186 -533	-3%	-$6.92K	﹤0.01%	1182
2024 Q3	$139K	Buy	17,719 +226	+1%	+$1.64K	0.01%	676
2024 Q2	$116K	Buy	17,493 +3,883	+29%	+$27.4K	﹤0.01%	678
2024 Q1	$99.4K	Sell	13,610 -7,932	-37%	-$63K	﹤0.01%	678
2023 Q4	$214K	Buy	21,542 +3,963	+23%	+$31.5K	0.01%	628
2023 Q3	$140K	Buy	17,579 +5,417	+45%	+$47.6K	0.01%	624
2023 Q2	$101K	Sell	12,162 -6,138	-34%	-$40K	﹤0.01%	642
2023 Q1	$111K	Sell	18,300 -631	-3%	-$3.83K	0.01%	634
2022 Q4	$87	Buy	+18,931	New	+$93.9K	﹤0.01%	397
2022 Q2	–	Sell	-11,200	Closed	-$106K	–	688
2022 Q1	$106K	Buy	+11,200	New	+$129K	0.01%	627