Integrated Advisors 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 Q2	–	Sell	-50,524	Closed	-$588K	–	796
2025 Q1	$588K	Buy	50,524 +750	+2%	+$10.8K	0.03%	431
2024 Q4	$767K	Sell	49,774 -2,599	-5%	-$33.8K	0.04%	354
2024 Q3	$412K	Buy	52,373 +63	+0.1%	+$458	0.02%	526
2024 Q2	$346K	Sell	52,310 -250	-0.5%	-$1.76K	0.02%	542
2024 Q1	$384K	Buy	52,560 +1,798	+4%	+$14.3K	0.02%	534
2023 Q4	$505K	Buy	50,762 +200	+0.4%	+$1.59K	0.03%	429
2023 Q3	$404K	Sell	50,562 -200	-0.4%	-$1.76K	0.02%	481
2023 Q2	$423K	Sell	50,762 -27	-0.1%	-$176	0.02%	475
2023 Q1	$308K	Sell	50,789 -1,343	-3%	-$8.14K	0.02%	537
2022 Q4	$240K	Buy	52,132 +24,597	+89%	+$122K	0.02%	550
2022 Q3	$134K	Buy	27,535 +77	+0.3%	+$487	0.01%	609
2022 Q2	$145K	Buy	+27,458	New	+$186K	0.01%	631