Parkside Investments’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 Q2	$4.81M	Sell	268,370 -10,470	-4%	-$177K	0.53%	47
2026 Q1	$4.43M	Buy	278,840 +19,475	+8%	+$411K	0.54%	48
2025 Q4	$6.79M	Sell	259,365 -40,175	-13%	-$1.12M	0.86%	37
2025 Q3	$7.91M	Sell	299,540 -132,505	-31%	-$3.14M	0.99%	32
2025 Q2	$7.87M	Buy	432,045 +5,925	+1%	+$78.1K	1.07%	31
2025 Q1	$4.96M	Sell	426,120 -244,840	-36%	-$3.53M	0.73%	45
2024 Q4	$10.3M	Sell	670,960 -81,050	-11%	-$1.05M	1.55%	24
2024 Q3	$5.91M	Sell	752,010 -39,425	-5%	-$287K	0.89%	46
2024 Q2	$5.23M	Sell	791,435 -2,775	-0.3%	-$19.6K	0.83%	44
2024 Q1	$5.8M	Sell	794,210 -90,970	-10%	-$723K	0.92%	41
2023 Q4	$8.81M	Buy	885,180 +3,100	+0.4%	+$24.6K	1.49%	26
2023 Q3	$7.05M	Sell	882,080 -30,045	-3%	-$264K	1.29%	35
2023 Q2	$7.61M	Sell	912,125 -1,157,975	-56%	-$7.55M	1.42%	32
2023 Q1	$6.28M	Buy	2,070,100 +1,238,670	+149%	+$7.51M	1.18%	40
2022 Q4	$3.83M	Buy	831,430 +130,280	+19%	+$646K	0.76%	48
2022 Q3	$3.42M	Buy	701,150 +111,700	+19%	+$707K	0.73%	47
2022 Q2	$3.11M	Buy	589,450 +173,650	+42%	+$1.17M	0.65%	48
2022 Q1	$3.93M	Buy	415,800 +140,075	+51%	+$1.61M	0.77%	39
2021 Q4	$4.36M	Buy	275,725 +240,725	+688%	+$4.42M	0.84%	43
2021 Q3	$555K	Buy	+35,000	New	+$549K	0.12%	73

Other funds holding SOFI