J.W. Cole Advisors’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	$366K	Buy	23,077 +1,047	+5%	+$22.1K	0.01%	577
2025 Q4	$536K	Sell	22,030 -7,752	-26%	-$216K	0.01%	874
2025 Q3	$787K	Buy	29,782 +6,496	+28%	+$154K	0.02%	811
2025 Q2	$424K	Sell	23,286 -210	-0.9%	-$2.77K	0.01%	978
2025 Q1	$273K	Buy	23,496 +11,454	+95%	+$165K	0.01%	1016
2024 Q4	$185K	Buy	12,042 +378	+3%	+$4.91K	0.01%	915
2024 Q3	$91.7K	Sell	11,664 -2,279	-16%	-$16.6K	﹤0.01%	922
2024 Q2	$92.2K	Buy	13,943 +118	+0.9%	+$832	﹤0.01%	874
2024 Q1	$101K	Buy	13,825 +700	+5%	+$5.56K	0.01%	858
2023 Q4	$131K	Sell	13,125 -2,775	-17%	-$22.1K	0.01%	784
2023 Q3	$127K	Hold	15,900	–	–	0.01%	705
2023 Q2	$133K	Buy	15,900 +750	+5%	+$4.89K	0.01%	723
2023 Q1	$92K	Buy	15,150 +873	+6%	+$5.29K	0.01%	756
2022 Q4	$65.8K	Sell	14,277 -223	-2%	-$1.11K	0.01%	726
2022 Q3	$71K	Sell	14,500 -9,900	-41%	-$62.6K	0.01%	702
2022 Q2	$129K	Buy	24,400 +1,900	+8%	+$12.8K	0.01%	698
2022 Q1	$213K	Buy	22,500 +11,600	+106%	+$133K	0.01%	728
2021 Q4	$172K	Buy	+10,900	New	+$200K	0.01%	790