Mercer Global Advisors’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	$2.28M	Sell	143,770 -2,720	-2%	-$57.3K	﹤0.01%	1132
2025 Q4	$3.83M	Sell	146,490 -32,652	-18%	-$910K	0.01%	814
2025 Q3	$4.73M	Buy	+179,142	New	+$4.25M	0.01%	686
2025 Q2	–	Sell	-205,302	Closed	-$2.71M	–	2367
2025 Q1	$2.39M	Buy	205,302 +32,318	+19%	+$466K	0.01%	778
2024 Q4	$2.66M	Buy	172,984 +25,480	+17%	+$331K	0.01%	741
2024 Q3	$1.13M	Buy	147,504 +77,103	+110%	+$560K	﹤0.01%	975
2024 Q2	$621K	Buy	70,401 +4,661	+7%	+$32.9K	﹤0.01%	1191
2024 Q1	$482K	Sell	65,740 -14,752	-18%	-$117K	﹤0.01%	1304
2023 Q4	$801K	Sell	80,492 -16,080	-17%	-$128K	﹤0.01%	1073
2023 Q3	$772K	Buy	96,572 +56,914	+144%	+$500K	﹤0.01%	1047
2023 Q2	$331K	Buy	39,658 +8,047	+25%	+$52.5K	﹤0.01%	1458
2023 Q1	$192K	Sell	31,611 -5,195	-14%	-$31.5K	﹤0.01%	1744
2022 Q4	$170K	Buy	36,806 +8,924	+32%	+$44.3K	﹤0.01%	1740
2022 Q3	$136K	Buy	27,882 +1,904	+7%	+$12K	﹤0.01%	1683
2022 Q2	$137K	Buy	25,978 +1,789	+7%	+$12.1K	﹤0.01%	1696
2022 Q1	$229K	Buy	24,189 +9,272	+62%	+$106K	﹤0.01%	1652
2021 Q4	$236K	Sell	14,917 -9,164	-38%	-$168K	﹤0.01%	1581
2021 Q3	$382K	Buy	+24,081	New	+$377K	﹤0.01%	1312