Oak Harbor Wealth 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
2025 Q4	–	Sell	-10,000	Closed	-$264K	–	290
2025 Q3	$264K	Hold	10,000	–	–	0.07%	175
2025 Q2	$182K	Hold	10,000	–	–	0.05%	194
2025 Q1	$116K	Sell	10,000 -1,000	-9%	-$14.4K	0.03%	204
2024 Q4	$169K	Hold	11,000	–	–	0.05%	173
2024 Q3	$86.5K	Buy	11,000 +1,000	+10%	+$7.27K	0.03%	181
2024 Q2	$66.1K	Sell	10,000 -10,000	-50%	-$70.5K	0.02%	182
2024 Q1	$146K	Hold	20,000	–	–	0.05%	173
2023 Q4	$199K	Hold	20,000	–	–	0.07%	165
2023 Q3	$160K	Hold	20,000	–	–	0.06%	171
2023 Q2	$167K	Buy	+20,000	New	+$130K	0.06%	171
2022 Q4	–	Sell	-23,800	Closed	-$116K	–	227
2022 Q3	$116K	Hold	23,800	–	–	0.05%	155
2022 Q2	$125K	Sell	23,800 -1,053	-4%	-$7.12K	0.05%	155
2022 Q1	$235K	Buy	24,853 +3,053	+14%	+$35.1K	0.08%	150
2021 Q4	$345K	Buy	+21,800	New	+$400K	0.12%	121