NewSquare Capital’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,000	Closed	-$23.3K	–	1375
2025 Q1	$23.3K	Sell	2,000 -1,000	-33%	-$14.4K	﹤0.01%	329
2024 Q4	$46.2K	Sell	3,000 -2,000	-40%	-$26K	﹤0.01%	192
2024 Q3	$39.3K	Hold	5,000	–	–	﹤0.01%	173
2024 Q2	$33K	Hold	5,000	–	–	﹤0.01%	175
2024 Q1	$36.5K	Hold	5,000	–	–	﹤0.01%	189
2023 Q4	$49.8K	Hold	5,000	–	–	﹤0.01%	192
2023 Q3	$40K	Sell	5,000 -1,000	-17%	-$8.79K	﹤0.01%	202
2023 Q2	$50K	Hold	6,000	–	–	0.01%	195
2023 Q1	$36.4K	Hold	6,000	–	–	﹤0.01%	207
2022 Q4	$27.7K	Hold	6,000	–	–	﹤0.01%	199
2022 Q3	$29K	Buy	6,000 +1,000	+20%	+$6.33K	﹤0.01%	197
2022 Q2	$26K	Buy	5,000 +3,500	+233%	+$23.7K	﹤0.01%	214
2022 Q1	$14K	Buy	1,500 +200	+15%	+$2.3K	﹤0.01%	251
2021 Q4	$21K	Hold	1,300	–	–	﹤0.01%	239
2021 Q3	$21K	Hold	1,300	–	–	﹤0.01%	235
2021 Q2	$25K	Buy	1,300 +100	+8%	+$1.85K	﹤0.01%	222
2021 Q1	$21K	Buy	1,200 +900	+300%	+$17.8K	﹤0.01%	197
2020 Q4	$4K	Buy	+300	New	+$3.39K	﹤0.01%	303