M. Kulyk & Associates’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 Q4	–	Sell	-74,901	Closed	-$589K	–	116
2024 Q3	$589K	Hold	74,901	–	–	0.12%	66
2024 Q2	$495K	Hold	74,901	–	–	0.12%	68
2024 Q1	$547K	Hold	74,901	–	–	0.13%	66
2023 Q4	$745K	Hold	74,901	–	–	0.17%	62
2023 Q3	$598K	Hold	74,901	–	–	0.17%	62
2023 Q2	$625K	Hold	74,901	–	–	0.17%	65
2023 Q1	$455K	Hold	74,901	–	–	0.14%	71
2022 Q4	$345K	Hold	74,901	–	–	0.12%	76
2022 Q3	$366K	Hold	74,901	–	–	0.13%	77
2022 Q2	$395K	Hold	74,901	–	–	0.12%	74
2022 Q1	$708K	Hold	74,901	–	–	0.19%	59
2021 Q4	$1.18M	Hold	74,901	–	–	0.31%	47
2021 Q3	$1.19M	Buy	+74,901	New	+$1.17M	0.38%	43