International Assets Investment Management’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	$215K	Buy	13,760 +2,698	+24%	+$56.9K	0.01%	781
2025 Q4	$290K	Buy	+11,062	New	+$308K	0.02%	651
2024 Q4	–	Sell	-346,673	Closed	-$44.1K	–	1759
2024 Q3	$44.1K	Buy	346,673 +319,148	+1,159%	+$2.32M	0.12%	166
2024 Q2	$182K	Buy	27,525 +3,400	+14%	+$24K	0.02%	749
2024 Q1	$174K	Sell	24,125 -1,550	-6%	-$12.3K	0.02%	701
2023 Q4	$255K	Buy	25,675 +3,450	+16%	+$27.4K	0.03%	545
2023 Q3	$169K	Sell	22,225 -23,290	-51%	-$205K	0.02%	512
2023 Q2	$380K	Sell	45,515 -64,065	-58%	-$418K	0.05%	335
2023 Q1	$665K	Sell	109,580 -15,330	-12%	-$93K	0.1%	212
2022 Q4	$576K	Buy	124,910 +68,250	+120%	+$339K	0.06%	319
2022 Q3	$277K	Sell	56,660 -3,640	-6%	-$23K	0.06%	295
2022 Q2	$318	Buy	60,300 +11,950	+25%	+$80.8K	0.03%	290
2022 Q1	$457K	Buy	48,350 +28,600	+145%	+$328K	0.08%	249
2021 Q4	$312K	Buy	+19,750	New	+$362K	0.05%	338
2021 Q2	–	Sell	-5,375	Closed	-$64K	–	1682
2021 Q1	$64K	Buy	+5,375	New	+$106K	0.01%	882