Mark Sheptoff Financial Planning’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 Q3	–	Sell	-200	Closed	-$3.64K	–	537
2025 Q2	$3.64K	Sell	200 -300	-60%	-$3.96K	﹤0.01%	425
2025 Q1	$5.82K	Buy	500 +300	+150%	+$4.32K	﹤0.01%	362
2024 Q4	$3.08K	Hold	200	–	–	﹤0.01%	387
2024 Q3	$1.57K	Hold	200	–	–	﹤0.01%	397
2024 Q2	$1.32K	Hold	200	–	–	﹤0.01%	401
2024 Q1	$1.46K	Hold	200	–	–	﹤0.01%	370
2023 Q4	$1.99K	Hold	200	–	–	﹤0.01%	357
2023 Q3	$1.6K	Hold	200	–	–	﹤0.01%	342
2023 Q2	$1.67K	Hold	200	–	–	﹤0.01%	352
2023 Q1	$1.21K	Hold	200	–	–	﹤0.01%	358
2022 Q4	$922	Hold	200	–	–	﹤0.01%	369
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	358
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	372
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	391
2021 Q4	$3K	Buy	200 +50	+33%	+$918	﹤0.01%	399
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	370
2021 Q2	$3K	Buy	+150	New	+$2.78K	﹤0.01%	388