M Holdings Securities’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 Q1	–	Sell	-23,795	Closed	-$366K	–	150
2024 Q4	$366K	Buy	+23,795	New	+$309K	0.06%	128
2024 Q3	–	Sell	-39,320	Closed	-$260K	–	267
2024 Q2	$260K	Buy	39,320 +5,930	+18%	+$41.8K	0.03%	249
2024 Q1	$244K	Sell	33,390 -2,400	-7%	-$19.1K	0.04%	127
2023 Q4	$356K	Buy	+35,790	New	+$284K	0.04%	166
2023 Q2	–	Sell	-44,310	Closed	-$269K	–	505
2023 Q1	$269K	Sell	44,310 -4,996	-10%	-$30.3K	0.04%	378
2022 Q4	$227K	Sell	49,306 -5,197	-10%	-$25.8K	0.02%	397
2022 Q3	$266K	Sell	54,503 -4,397	-7%	-$27.8K	0.03%	347
2022 Q2	$310K	Sell	58,900 -12,300	-17%	-$83.1K	0.03%	331
2022 Q1	$673K	Buy	+71,200	New	+$818K	0.05%	246