MAI Capital Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$106K	Buy	5,834 +2,749	+89%	+$50.1K	﹤0.01%	1382
2025 Q1	$35.9K	Buy	3,085 +93	+3%	+$1.08K	﹤0.01%	1807
2024 Q4	$46.1K	Buy	+2,992	New	+$46.1K	﹤0.01%	1714