Kovack Advisors’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	$1.36M	Buy	87,076 +2,924	+3%	+$61.6K	0.07%	269
2025 Q4	$2.2M	Sell	84,152 -5,525	-6%	-$154K	0.1%	183
2025 Q3	$2.37M	Buy	89,677 +3,556	+4%	+$84.4K	0.22%	87
2025 Q2	$1.57M	Buy	86,121 +9,061	+12%	+$119K	0.15%	126
2025 Q1	$896K	Buy	77,060 +11,423	+17%	+$165K	0.09%	193
2024 Q4	$1.01M	Sell	65,637 -14,903	-19%	-$194K	0.1%	168
2024 Q3	$633K	Sell	80,540 -54,479	-40%	-$396K	0.07%	252
2024 Q2	$892K	Buy	135,019 +9,704	+8%	+$68.4K	0.1%	182
2024 Q1	$915K	Buy	125,315 +7,502	+6%	+$59.6K	0.11%	152
2023 Q4	$1.17M	Buy	117,813 +17,256	+17%	+$137K	0.14%	150
2023 Q3	$803K	Buy	100,557 +3,430	+4%	+$30.2K	0.11%	171
2023 Q2	$810K	Buy	97,127 +1,863	+2%	+$12.1K	0.1%	189
2023 Q1	$578K	Buy	95,264 +11,383	+14%	+$69K	0.08%	262
2022 Q4	$387K	Buy	83,881 +36,360	+77%	+$180K	0.06%	337
2022 Q3	$232K	Buy	47,521 +25,246	+113%	+$160K	0.03%	479
2022 Q2	$117K	Sell	22,275 -3,715	-14%	-$25.1K	0.02%	582
2022 Q1	$245K	Buy	25,990 +5,199	+25%	+$59.7K	0.03%	596
2021 Q4	$329K	Buy	20,791 +1,909	+10%	+$35K	0.03%	497
2021 Q3	$300K	Buy	18,882 +2,951	+19%	+$46.3K	0.03%	528
2021 Q2	$305K	Buy	+15,931	New	+$295K	0.03%	512