McGuire Investment Group’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	$574K	Buy	36,118 +168	+0.5%	+$3.54K	0.06%	87
2025 Q4	$941K	Hold	35,950	–	–	0.1%	73
2025 Q3	$950K	Hold	35,950	–	–	0.11%	71
2025 Q2	$655K	Hold	35,950	–	–	0.08%	78
2025 Q1	$418K	Hold	35,950	–	–	0.06%	87
2024 Q4	$554K	Hold	35,950	–	–	0.08%	79
2024 Q3	$283K	Sell	35,950 -4,000	-10%	-$29.1K	0.04%	106
2024 Q2	$264K	Hold	39,950	–	–	0.04%	105
2024 Q1	$292K	Buy	39,950 +3,700	+10%	+$29.4K	0.04%	106
2023 Q4	$361K	Buy	36,250 +10,600	+41%	+$84.3K	0.06%	89
2023 Q3	$205K	Hold	25,650	–	–	0.04%	110
2023 Q2	$214K	Buy	25,650 +7,000	+38%	+$45.6K	0.04%	109
2023 Q1	$113K	Hold	18,650	–	–	0.02%	112
2022 Q4	$86K	Buy	18,650 +1,128	+6%	+$5.59K	0.02%	113
2022 Q3	$86K	Sell	17,522 -2,160	-11%	-$13.7K	0.02%	112
2022 Q2	$104K	Hold	19,682	–	–	0.02%	114
2022 Q1	$186K	Buy	+19,682	New	+$226K	0.03%	121