Jefferies Financial 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	$18M	Buy	1,134,805 +1,002,845	+760%	+$21.1M	0.22%	137
2025 Q4	$3.45M	Sell	131,960 -376,242	-74%	-$10.5M	0.03%	590
2025 Q3	$13.4M	Buy	508,202 +475,602	+1,459%	+$11.3M	0.12%	189
2025 Q2	$594K	Buy	32,600 +1,560	+5%	+$20.6K	0.01%	862
2025 Q1	$361K	Sell	31,040 -44,529	-59%	-$642K	0.01%	1157
2024 Q4	$1.16M	Buy	+75,569	New	+$982K	0.01%	831
2024 Q1	–	Sell	-185,001	Closed	-$1.84M	–	2026
2023 Q4	$1.84M	Buy	185,001 +184,750	+73,606%	+$1.47M	0.03%	743
2023 Q3	$2.01K	Buy	+251	New	+$2.21K	﹤0.01%	1561
2023 Q2	–	Hold	0	–	–	–	2023
2023 Q1	–	Sell	-46,700	Closed	-$215K	–	1996
2022 Q4	$215K	Buy	+46,700	New	+$232K	﹤0.01%	1282