Norris Financial Group’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	$828K	Sell	52,143 -3,223	-6%	-$67.9K	0.27%	55
2025 Q4	$1.45M	Sell	55,366 -40,718	-42%	-$1.13M	0.49%	55
2025 Q3	$2.54M	Sell	96,084 -212,235	-69%	-$5.04M	0.93%	37
2025 Q2	$5.61M	Buy	308,319 +136,137	+79%	+$1.8M	2.3%	13
2025 Q1	$2M	Sell	172,182 -87,170	-34%	-$1.26M	0.93%	29
2024 Q4	$3.99M	Sell	259,352 -51,041	-16%	-$663K	1.88%	11
2024 Q3	$2.44M	Buy	310,393 +28,092	+10%	+$204K	1.2%	20
2024 Q2	$1.87M	Buy	282,301 +42,976	+18%	+$303K	0.97%	30
2024 Q1	$1.75M	Buy	239,325 +17,561	+8%	+$139K	0.96%	31
2023 Q4	$2.21M	Buy	221,764 +35,246	+19%	+$280K	1.34%	21
2023 Q3	$1.49M	Buy	186,518 +109,344	+142%	+$962K	1.03%	32
2023 Q2	$644K	Buy	+77,174	New	+$503K	0.45%	45