Independent Wealth Network’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	-15,715	Closed	-$286K	–	288
2025 Q2	$286K	Sell	15,715 -401	-2%	-$5.29K	0.1%	200
2025 Q1	$187K	Sell	16,116 -5,648	-26%	-$81.4K	0.07%	234
2024 Q4	$335K	Sell	21,764 -572	-3%	-$7.43K	0.14%	165
2024 Q3	$176K	Buy	22,336 +1,552	+7%	+$11.3K	0.08%	216
2024 Q2	$137K	Buy	20,784 +358	+2%	+$2.52K	0.06%	209
2024 Q1	$149K	Buy	20,426 +825	+4%	+$6.55K	0.07%	214
2023 Q4	$195K	Buy	19,601 +6,949	+55%	+$55.2K	0.1%	202
2023 Q3	$101K	Sell	12,652 -970	-7%	-$8.53K	0.06%	195
2023 Q2	$114K	Sell	13,622 -4,575	-25%	-$29.8K	0.07%	200
2023 Q1	$110K	Sell	18,197 -11,016	-38%	-$66.8K	0.07%	191
2022 Q4	$135K	Buy	29,213 +5,910	+25%	+$29.3K	0.09%	185
2022 Q3	$114K	Buy	23,303 +9,454	+68%	+$59.8K	0.09%	166
2022 Q2	$73K	Buy	13,849 +2,569	+23%	+$17.4K	0.05%	183
2022 Q1	$107K	Buy	+11,280	New	+$130K	0.07%	195