Private Trust Company’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	$312K	Buy	19,634 +4,958	+34%	+$105K	0.03%	603
2025 Q4	$384K	Hold	14,676	–	–	0.03%	525
2025 Q3	$388K	Buy	14,676 +7,076	+93%	+$168K	0.03%	507
2025 Q2	$138K	Buy	7,600 +100	+1%	+$1.32K	0.01%	845
2025 Q1	$87.2K	Hold	7,500	–	–	0.01%	990
2024 Q4	$116K	Buy	7,500 +500	+7%	+$6.49K	0.01%	872
2024 Q3	$55K	Sell	7,000 -640	-8%	-$4.65K	0.01%	1109
2024 Q2	$50.5K	Hold	7,640	–	–	0.01%	1112
2024 Q1	$55.8K	Hold	7,640	–	–	0.01%	1073
2023 Q4	$76K	Buy	7,640 +7,000	+1,094%	+$55.6K	0.01%	919
2023 Q3	$5.11K	Hold	640	–	–	﹤0.01%	1871
2023 Q2	$5.34K	Hold	640	–	–	﹤0.01%	1865
2023 Q1	$3.88K	Sell	640 -40,000	-98%	-$243K	﹤0.01%	1926
2022 Q4	$187K	Buy	+40,640	New	+$202K	0.03%	525
2022 Q3	–	Sell	-30,000	Closed	-$158K	–	2185
2022 Q2	$158K	Buy	+30,000	New	+$203K	0.02%	546