&Partners’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	$470K	Buy	25,798 +885	+4%	+$16.1K	﹤0.01%	1391
2025 Q1	$295K	Buy	24,913 +6,200	+33%	+$73.5K	﹤0.01%	1421
2024 Q4	$278K	Buy	18,713 +536	+3%	+$7.95K	﹤0.01%	1379
2024 Q3	$143K	Buy	+18,177	New	+$143K	﹤0.01%	1348