PFG 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 Q1	$885K	Buy	55,738 +16,365	+42%	+$345K	0.04%	394
2025 Q4	$1.03M	Buy	39,373 +3,637	+10%	+$101K	0.05%	342
2025 Q3	$944K	Buy	35,736 +5,309	+17%	+$126K	0.05%	348
2025 Q2	$554K	Sell	30,427 -5,798	-16%	-$76.5K	0.03%	489
2025 Q1	$421K	Sell	36,225 -11,400	-24%	-$164K	0.03%	563
2024 Q4	$733K	Sell	47,625 -5,420	-10%	-$70.4K	0.05%	366
2024 Q3	$417K	Sell	53,045 -29,352	-36%	-$213K	0.03%	568
2024 Q2	$545K	Buy	82,397 +20,175	+32%	+$142K	0.04%	417
2024 Q1	$454K	Buy	62,222 +32,567	+110%	+$259K	0.03%	569
2023 Q4	$295K	Buy	29,655 +1,547	+6%	+$12.3K	0.05%	355
2023 Q3	$225K	Buy	28,108 +6,150	+28%	+$54.1K	0.04%	431
2023 Q2	$183K	Sell	21,958 -3,450	-14%	-$22.5K	0.03%	471
2023 Q1	$154K	Buy	+25,408	New	+$154K	0.03%	451