Kestra Advisory Services’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	$3.39M	Buy	213,367 +8,738	+4%	+$184K	0.01%	996
2025 Q4	$5.36M	Buy	204,629 +5,308	+3%	+$148K	0.02%	699
2025 Q3	$5.27M	Buy	199,321 +32,359	+19%	+$768K	0.02%	653
2025 Q2	$3.04M	Buy	166,962 +16,419	+11%	+$217K	0.01%	861
2025 Q1	$1.75M	Sell	150,543 -5,985	-4%	-$86.3K	0.01%	1048
2024 Q4	$2.41M	Buy	156,528 +41,266	+36%	+$536K	0.01%	906
2024 Q3	$906K	Buy	115,262 +13,361	+13%	+$97.1K	0.01%	1383
2024 Q2	$674K	Buy	101,901 +12,328	+14%	+$86.9K	﹤0.01%	1585
2024 Q1	$654K	Buy	89,573 +18,647	+26%	+$148K	﹤0.01%	1492
2023 Q4	$706K	Buy	70,926 +12,676	+22%	+$101K	0.01%	1317
2023 Q3	$465K	Sell	58,250 -4,778	-8%	-$42K	﹤0.01%	1408
2023 Q2	$526K	Buy	63,028 +9,445	+18%	+$61.6K	0.01%	1296
2023 Q1	$325K	Sell	53,583 -8,225	-13%	-$49.9K	﹤0.01%	1515
2022 Q4	$285K	Sell	61,808 -10,067	-14%	-$49.9K	﹤0.01%	1780
2022 Q3	$351K	Buy	71,875 +3,393	+5%	+$21.5K	﹤0.01%	1519
2022 Q2	$361K	Sell	68,482 -8,425	-11%	-$56.9K	﹤0.01%	1510
2022 Q1	$727K	Buy	76,907 +21,327	+38%	+$245K	0.01%	1093
2021 Q4	$879K	Buy	55,580 +42,075	+312%	+$772K	0.01%	1040
2021 Q3	$214K	Buy	13,505 +1,990	+17%	+$31.2K	﹤0.01%	1938
2021 Q2	$221K	Buy	+11,515	New	+$213K	﹤0.01%	1799