Principal Securities’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	$297K	Buy	18,709 +1,681	+10%	+$35.4K	﹤0.01%	1203
2025 Q4	$446K	Buy	17,028 +1,305	+8%	+$36.4K	0.01%	978
2025 Q3	$415K	Buy	15,723 +1,681	+12%	+$39.9K	0.01%	977
2025 Q2	$256K	Buy	14,042 +5,455	+64%	+$71.9K	﹤0.01%	1127
2025 Q1	$132K	Hold	8,587	–	–	﹤0.01%	1307
2024 Q4	$132K	Buy	8,587 +400	+5%	+$5.2K	﹤0.01%	1307
2024 Q3	$64.3K	Buy	8,187 +4,698	+135%	+$34.1K	﹤0.01%	1579
2024 Q2	$23.1K	Sell	3,489 -661	-16%	-$4.66K	﹤0.01%	2000
2024 Q1	$30.3K	Buy	4,150 +2,234	+117%	+$17.7K	﹤0.01%	1796
2023 Q4	$19.1K	Buy	+1,916	New	+$15.2K	﹤0.01%	1944