Oppenheimer & Co’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	$2.54M	Sell	159,868 -96,428	-38%	-$2.03M	0.03%	513
2025 Q4	$6.71M	Buy	256,296 +85,732	+50%	+$2.39M	0.1%	241
2025 Q3	$4.51M	Sell	170,564 -8,041	-5%	-$191K	0.06%	366
2025 Q2	$3.25M	Sell	178,605 -63,549	-26%	-$838K	0.04%	445
2025 Q1	$2.82M	Sell	242,154 -123,285	-34%	-$1.78M	0.04%	457
2024 Q4	$5.63M	Buy	365,439 +118,288	+48%	+$1.54M	0.08%	258
2024 Q3	$1.94M	Buy	247,151 +348	+0.1%	+$2.53K	0.03%	557
2024 Q2	$1.63M	Buy	246,803 +16,999	+7%	+$120K	0.03%	597
2024 Q1	$1.68M	Buy	229,804 +24,699	+12%	+$196K	0.03%	565
2023 Q4	$2.04M	Buy	205,105 +12,867	+7%	+$102K	0.04%	487
2023 Q3	$1.54M	Buy	192,238 +1,413	+0.7%	+$12.4K	0.03%	537
2023 Q2	$1.59M	Buy	190,825 +296	+0.2%	+$1.93K	0.03%	535
2023 Q1	$1.16M	Sell	190,529 -53,355	-22%	-$324K	0.02%	638
2022 Q4	$1.12M	Buy	243,884 +43,257	+22%	+$215K	0.03%	632
2022 Q3	$979K	Buy	200,627 +19,007	+10%	+$120K	0.02%	664
2022 Q2	$957K	Buy	181,620 +19,821	+12%	+$134K	0.02%	705
2022 Q1	$1.53M	Buy	161,799 +11,202	+7%	+$129K	0.03%	588
2021 Q4	$2.38M	Buy	150,597 +31,281	+26%	+$574K	0.04%	463
2021 Q3	$1.9M	Buy	119,316 +42,903	+56%	+$672K	0.04%	527
2021 Q2	$1.47M	Buy	+76,413	New	+$1.42M	0.03%	608