Prime Capital Investment Advisors’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	$253K	Buy	15,921 +2,684	+20%	+$56.6K	﹤0.01%	907
2025 Q4	$347K	Buy	13,237 +2,044	+18%	+$57K	﹤0.01%	768
2025 Q3	$296K	Buy	+11,193	New	+$266K	﹤0.01%	802
2025 Q2	–	Sell	-23,940	Closed	-$278K	–	1101
2025 Q1	$278K	Buy	+23,940	New	+$345K	﹤0.01%	860
2024 Q2	–	Sell	-10,897	Closed	-$79.5K	–	1021
2024 Q1	$79.5K	Sell	10,897 -1,795	-14%	-$14.3K	﹤0.01%	969
2023 Q4	$126K	Buy	12,692 +2,361	+23%	+$18.8K	﹤0.01%	906
2023 Q3	$82.5K	Sell	10,331 -579	-5%	-$5.09K	﹤0.01%	727
2023 Q2	$91K	Buy	+10,910	New	+$71.1K	﹤0.01%	736
2023 Q1	–	Sell	-10,241	Closed	-$47.2K	–	644
2022 Q4	$47.2K	Buy	+10,241	New	+$50.8K	﹤0.01%	516