Kensington Investment Counsel’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26,740	Closed	-$210K	–	105
2024 Q3	$210K	Buy	26,740 +3,054	+13%	+$24K	0.09%	108
2024 Q2	$157K	Buy	23,686 +13,510	+133%	+$89.3K	0.07%	107
2024 Q1	$74.3K	Buy	+10,176	New	+$74.3K	0.03%	96