Nisa Investment 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	$2.17M	Sell	136,957 -24,654	-15%	-$520K	0.01%	592
2025 Q4	$4.23M	Buy	161,611 +14,786	+10%	+$412K	0.01%	452
2025 Q3	$3.88M	Buy	146,825 +5,125	+4%	+$122K	0.02%	462
2025 Q2	$2.58M	Hold	141,700	–	–	0.01%	571
2025 Q1	$1.65M	Hold	141,700	–	–	0.01%	695
2024 Q4	$2.18M	Hold	141,700	–	–	0.01%	656
2024 Q3	$1.11M	Sell	141,700 -3,000	-2%	-$21.8K	0.01%	830
2024 Q2	$956K	Sell	144,700 -75,000	-34%	-$529K	0.01%	893
2024 Q1	$1.6M	Hold	219,700	–	–	0.01%	749
2023 Q4	$2.19M	Sell	219,700 -22,000	-9%	-$175K	0.02%	638
2023 Q3	$1.93M	Hold	241,700	–	–	0.01%	679
2023 Q2	$2.02M	Buy	241,700 +137,200	+131%	+$894K	0.01%	676
2023 Q1	$634K	Buy	104,500 +54,200	+108%	+$329K	0.01%	989
2022 Q4	$232K	Sell	50,300 -227,700	-82%	-$1.13M	﹤0.01%	1322
2022 Q3	$1.36M	Buy	+278,000	New	+$1.76M	0.01%	733