Miller Value Partners’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,711,202	Closed	-$28.6M	–	76
2023 Q1	$28.6M	Sell	4,711,202 -197,378	-4%	-$1.2M	1.79%	29
2022 Q4	$22.6M	Sell	4,908,580 -177,353	-3%	-$880K	1.46%	31
2022 Q3	$24.8M	Buy	5,085,933 +2,889,833	+132%	+$18.3M	1.51%	28
2022 Q2	$11.6M	Sell	2,196,100 -123,578	-5%	-$835K	0.65%	34
2022 Q1	$21.9M	Buy	2,319,678 +1,742	+0.1%	+$20K	0.83%	36
2021 Q4	$36.6M	Buy	2,317,936 +18,247	+0.8%	+$335K	1.3%	36
2021 Q3	$36.5M	Sell	2,299,689 -251,512	-10%	-$3.94M	1.24%	40
2021 Q2	$48.9M	Buy	2,551,201 +2,154,713	+543%	+$39.9M	1.27%	39
2021 Q1	$6.8M	Buy	+396,488	New	+$7.83M	0.19%	57