Matthew Hamilton Rosenberg’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$172K	Sell	10,800 -1,226	-10%	-$25.8K	0.04%	239
2025 Q4	$315K	Hold	12,026	–	–	0.07%	141
2025 Q3	$318K	Hold	12,026	–	–	0.07%	137
2025 Q2	$219K	Hold	12,026	–	–	0.05%	191
2025 Q1	$140K	Hold	12,026	–	–	0.04%	251
2024 Q4	$185K	Hold	12,026	–	–	0.05%	196
2024 Q3	$94.5K	Buy	12,026 +1,226	+11%	+$8.91K	0.02%	331
2024 Q2	$69.4K	Hold	10,800	–	–	0.02%	368
2024 Q1	$78K	Hold	10,800	–	–	0.02%	362
2023 Q4	$107K	Hold	10,800	–	–	0.03%	295
2023 Q3	$86.3K	Hold	10,800	–	–	0.03%	317
2023 Q2	$90.1K	Buy	10,800 +7,000	+184%	+$45.6K	0.03%	318
2023 Q1	$23.1K	Hold	3,800	–	–	0.01%	567
2022 Q4	$17.5K	Buy	3,800 +2,200	+138%	+$10.9K	0.01%	588
2022 Q3	$8K	Buy	1,600 +1,000	+167%	+$6.33K	﹤0.01%	673
2022 Q2	$3K	Buy	+600	New	+$4.05K	﹤0.01%	737
2022 Q1	–	Sell	-1,350	Closed	-$21K	–	761
2021 Q4	$21K	Hold	1,350	–	–	0.01%	523
2021 Q3	$21K	Buy	+1,350	New	+$21.2K	0.01%	503