Investment Research & Advisory Group’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	$91.3K	Buy	5,747 +729	+15%	+$15.4K	0.03%	98
2025 Q4	$132K	Buy	5,018 +19	+0.4%	+$529	0.04%	84
2025 Q3	$132K	Buy	4,999 +4,563	+1,047%	+$108K	0.04%	85
2025 Q2	$7.94K	Hold	436	–	–	﹤0.01%	179
2025 Q1	$5.07K	Buy	436 +69	+19%	+$994	﹤0.01%	193
2024 Q4	$5.65K	Buy	367 +27	+8%	+$351	﹤0.01%	170
2024 Q3	$2.67K	Hold	340	–	–	﹤0.01%	180
2024 Q2	$2.25K	Hold	340	–	–	﹤0.01%	180
2024 Q1	$2.48K	Sell	340 -400	-54%	-$3.18K	﹤0.01%	181
2023 Q4	$7.36K	Buy	740 +260	+54%	+$2.07K	﹤0.01%	155
2023 Q3	$3.83K	Hold	480	–	–	﹤0.01%	176
2023 Q2	$4K	Buy	480 +32	+7%	+$209	﹤0.01%	185
2023 Q1	$2.72K	Hold	448	–	–	﹤0.01%	170
2022 Q4	$2.06K	Buy	+448	New	+$2.22K	﹤0.01%	172