Principal Financial Group’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	$562K	Buy	35,371 +3,404	+11%	+$71.8K	﹤0.01%	2011
2025 Q4	$837K	Sell	31,967 -197,544	-86%	-$5.5M	﹤0.01%	1983
2025 Q3	$6.06M	Sell	229,511 -32,805	-13%	-$778K	﹤0.01%	1512
2025 Q2	$4.78M	Buy	262,316 +206,945	+374%	+$2.73M	﹤0.01%	1591
2025 Q1	$644K	Sell	55,371 -5,410	-9%	-$78K	﹤0.01%	1901
2024 Q4	$936K	Sell	60,781 -9,314	-13%	-$121K	﹤0.01%	1883
2024 Q3	$551K	Sell	70,095 -8,634	-11%	-$62.8K	﹤0.01%	1928
2024 Q2	$520K	Sell	78,729 -1,921	-2%	-$13.5K	﹤0.01%	1942
2024 Q1	$589K	Buy	80,650 +21,805	+37%	+$173K	﹤0.01%	1951
2023 Q4	$586K	Sell	58,845 -666,794	-92%	-$5.3M	﹤0.01%	1929
2023 Q3	$5.8M	Buy	725,639 +657,312	+962%	+$5.78M	﹤0.01%	1477
2023 Q2	$570K	Sell	68,327 -11,751	-15%	-$76.6K	﹤0.01%	1927
2023 Q1	$486K	Buy	80,078 +3,007	+4%	+$18.2K	﹤0.01%	1974
2022 Q4	$355K	Sell	77,071 -10,996	-12%	-$54.5K	﹤0.01%	2060
2022 Q3	$430K	Buy	88,067 +5,658	+7%	+$35.8K	﹤0.01%	1992
2022 Q2	$434K	Buy	82,409 +69,677	+547%	+$471K	﹤0.01%	2089
2022 Q1	$120K	Buy	12,732 +206	+2%	+$2.37K	﹤0.01%	2409
2021 Q4	$198K	Buy	+12,526	New	+$230K	﹤0.01%	2370