O'Shaughnessy Asset Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy	63,566 +22,289	+54%	+$406K	0.01%	1003
2025 Q1	$480K	Buy	41,277 +3,497	+9%	+$40.7K	﹤0.01%	1342
2024 Q4	$582K	Buy	37,780 +20,705	+121%	+$319K	﹤0.01%	1215
2024 Q3	$171K	Buy	+17,075	New	+$171K	﹤0.01%	1715