Lincoln National Corp’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-43,384	Closed	-$317K	–	970
2024 Q1	$317K	Sell	43,384 -1,271	-3%	-$10.1K	﹤0.01%	937
2023 Q4	$444K	Buy	44,655 +2,947	+7%	+$23.4K	0.01%	722
2023 Q3	$333K	Buy	41,708 +8,400	+25%	+$73.9K	0.01%	743
2023 Q2	$278K	Buy	33,308 +2,615	+9%	+$17K	0.01%	827
2023 Q1	$186K	Sell	30,693 -22,610	-42%	-$137K	﹤0.01%	938
2022 Q4	$246K	Buy	53,303 +342	+0.6%	+$1.7K	0.01%	793
2022 Q3	$259K	Buy	52,961 +812	+2%	+$5.14K	0.01%	707
2022 Q2	$275K	Sell	52,149 -4,633	-8%	-$31.3K	0.01%	688
2022 Q1	$536K	Buy	56,782 +1,668	+3%	+$19.2K	0.01%	496
2021 Q4	$871K	Buy	55,114 +20,392	+59%	+$374K	0.02%	375
2021 Q3	$551K	Buy	34,722 +16,875	+95%	+$264K	0.01%	472
2021 Q2	$342K	Buy	+17,847	New	+$331K	0.01%	616