KMG Fiduciary Partners’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,094	Closed	-$202K	–	300
2025 Q2	$202K	Buy	+11,094	New	+$146K	0.02%	288
2025 Q1	–	Sell	-11,094	Closed	-$171K	–	291
2024 Q4	$171K	Buy	+11,094	New	+$144K	0.01%	270
2024 Q1	–	Sell	-11,094	Closed	-$110K	–	242
2023 Q4	$110K	Buy	+11,094	New	+$88.2K	0.01%	234
2023 Q1	–	Sell	-11,571	Closed	-$53.3K	–	245
2022 Q4	$53.3K	Buy	+11,571	New	+$57.4K	0.01%	226
2022 Q3	–	Sell	-11,094	Closed	-$58K	–	204
2022 Q2	$58K	Buy	+11,094	New	+$75K	0.01%	202
2022 Q1	–	Sell	-11,094	Closed	-$175K	–	208
2021 Q4	$175K	Sell	11,094 -1,290	-10%	-$23.7K	0.03%	198
2021 Q3	$197K	Buy	+12,384	New	+$194K	0.03%	198