Interval Partners’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	–	Hold	0	–	–	–	406
2025 Q4	–	Hold	0	–	–	–	494
2025 Q3	–	Hold	0	–	–	–	507
2025 Q2	–	Hold	0	–	–	–	518
2025 Q1	–	Hold	0	–	–	–	534
2024 Q3	–	Hold	0	–	–	–	490
2024 Q2	–	Sell	-422,837	Closed	-$2.98M	–	503
2024 Q1	$3.09M	Buy	+422,837	New	+$3.36M	0.12%	210
2023 Q4	–	Hold	0	–	–	–	418
2023 Q2	–	Sell	-100,088	Closed	-$608K	–	372
2023 Q1	$608K	Buy	+100,088	New	+$607K	0.03%	237
2022 Q1	–	Sell	-290,467	Closed	-$4.59M	–	353
2021 Q4	$4.59M	Buy	+290,467	New	+$5.33M	0.31%	121
2021 Q3	–	Hold	0	–	–	–	407