Integrated Wealth Concepts’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	$1M	Buy	63,247 +39,888	+171%	+$841K	0.01%	1112
2025 Q4	$612K	Sell	23,359 -48,821	-68%	-$1.36M	0.01%	997
2025 Q3	$1.91M	Buy	72,180 +10,248	+17%	+$243K	0.02%	691
2025 Q2	$1.13M	Sell	61,932 -36,245	-37%	-$478K	0.01%	860
2025 Q1	$1.14M	Buy	98,177 +11,689	+14%	+$168K	0.01%	776
2024 Q4	$1.33M	Buy	86,488 +52,021	+151%	+$676K	0.02%	703
2024 Q3	$271K	Buy	34,467 +15,301	+80%	+$111K	﹤0.01%	1408
2024 Q2	$127K	Sell	19,166 -10,834	-36%	-$76.4K	﹤0.01%	1562
2024 Q1	$219K	Buy	30,000 +19,395	+183%	+$154K	﹤0.01%	1483
2023 Q4	$106K	Sell	10,605 -310	-3%	-$2.46K	﹤0.01%	1518
2023 Q3	$87.2K	Sell	10,915 -10,750	-50%	-$94.5K	﹤0.01%	1492
2023 Q2	$181K	Buy	21,665 +6,780	+46%	+$44.2K	﹤0.01%	1440
2023 Q1	$90K	Buy	14,885 +2,027	+16%	+$12.3K	﹤0.01%	1281
2022 Q4	$59K	Sell	12,858 -71	-0.5%	-$352	﹤0.01%	1010
2022 Q3	$63K	Sell	12,929 -519	-4%	-$3.28K	﹤0.01%	930
2022 Q2	$71K	Buy	+13,448	New	+$90.9K	﹤0.01%	949