Interchange Capital Partners’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,246	Closed	-$189K	–	278
2024 Q4	$189K	Sell	12,246 -1,636	-12%	-$25.2K	0.07%	239
2024 Q3	$109K	Sell	13,882 -8,514	-38%	-$66.9K	0.04%	254
2024 Q2	$148K	Buy	22,396 +1,255	+6%	+$8.3K	0.05%	256
2024 Q1	$167K	Buy	+21,141	New	+$167K	0.11%	165