Moseley Investment Management’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	$614K	Buy	38,689 +111	+0.3%	+$2.34K	0.2%	78
2025 Q4	$1.01M	Sell	38,578 -396	-1%	-$11K	0.31%	64
2025 Q3	$1.03M	Buy	38,974 +7,511	+24%	+$178K	0.31%	60
2025 Q2	$573K	Sell	31,463 -23	-0.1%	-$303	0.2%	86
2025 Q1	$366K	Buy	31,486 +450	+1%	+$6.49K	0.14%	105
2024 Q4	$478K	Sell	31,036 -2,500	-7%	-$32.5K	0.19%	92
2024 Q3	$264K	Buy	33,536 +2,598	+8%	+$18.9K	0.11%	128
2024 Q2	$205K	Buy	30,938 +258	+0.8%	+$1.82K	0.09%	141
2024 Q1	$224K	Buy	30,680 +4,021	+15%	+$31.9K	0.11%	131
2023 Q4	$265K	Sell	26,659 -3,505	-12%	-$27.9K	0.15%	121
2023 Q3	$241K	Buy	30,164 +4,091	+16%	+$36K	0.14%	128
2023 Q2	$217K	Buy	+26,073	New	+$170K	0.13%	138
2023 Q1	–	Sell	-29,351	Closed	-$135K	–	148
2022 Q4	$135K	Sell	29,351 -719	-2%	-$3.57K	0.1%	140
2022 Q3	$147K	Sell	30,070 -8,013	-21%	-$50.7K	0.11%	138
2022 Q2	$201K	Buy	38,083 +4,799	+14%	+$32.4K	0.14%	146
2022 Q1	$315K	Buy	33,284 +2,407	+8%	+$27.6K	0.17%	130
2021 Q4	$488K	Buy	+30,877	New	+$567K	0.22%	106