Kennedy Investment 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	$384K	Sell	24,166 -3,834	-14%	-$80.8K	0.15%	103
2025 Q4	$733K	Sell	28,000 -2,400	-8%	-$66.9K	0.28%	80
2025 Q3	$803K	Sell	30,400 -27,900	-48%	-$662K	0.32%	69
2025 Q2	$1.06M	Sell	58,300 -6,600	-10%	-$87K	0.45%	54
2025 Q1	$755K	Sell	64,900 -5,300	-8%	-$76.4K	0.35%	71
2024 Q4	$1.08M	Sell	70,200 -47,800	-41%	-$621K	0.49%	54
2024 Q3	$927K	Buy	118,000 +1,900	+2%	+$13.8K	0.43%	62
2024 Q2	$767K	Buy	116,100 +5,200	+5%	+$36.7K	0.39%	63
2024 Q1	$810K	Sell	110,900 -500	-0.4%	-$3.97K	0.43%	65
2023 Q4	$1.11M	Buy	111,400 +1,000	+0.9%	+$7.95K	0.62%	43
2023 Q3	$882K	Buy	110,400 +20,000	+22%	+$176K	0.53%	52
2023 Q2	$754K	Hold	90,400	–	–	0.44%	62
2023 Q1	$549K	Hold	90,400	–	–	0.34%	75
2022 Q4	$417K	Buy	+90,400	New	+$448K	0.27%	84