Prospera Financial Services’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	$1.4M	Sell	87,992 -1,804	-2%	-$38K	0.02%	600
2025 Q4	$2.35M	Sell	89,796 -3,551	-4%	-$99K	0.04%	440
2025 Q3	$2.47M	Buy	93,347 +3,175	+4%	+$75.3K	0.04%	429
2025 Q2	$1.64M	Buy	90,172 +12,806	+17%	+$169K	0.03%	511
2025 Q1	$900K	Buy	77,366 +6,391	+9%	+$92.1K	0.02%	592
2024 Q4	$1.09M	Sell	70,975 -24,988	-26%	-$325K	0.03%	513
2024 Q3	$754K	Sell	95,963 -1,520	-2%	-$11K	0.02%	588
2024 Q2	$644K	Sell	97,483 -9,330	-9%	-$65.8K	0.02%	620
2024 Q1	$780K	Buy	106,813 +11,782	+12%	+$93.6K	0.02%	564
2023 Q4	$946K	Buy	95,031 +1,117	+1%	+$8.88K	0.03%	485
2023 Q3	$750K	Buy	93,914 +793	+0.9%	+$6.97K	0.03%	500
2023 Q2	$777K	Sell	93,121 -8,312	-8%	-$54.2K	0.03%	486
2023 Q1	$616K	Buy	101,433 +24,513	+32%	+$149K	0.03%	549
2022 Q4	$355K	Buy	76,920 +43,197	+128%	+$214K	0.02%	642
2022 Q3	$164K	Sell	33,723 -9,485	-22%	-$60K	0.01%	793
2022 Q2	$228K	Buy	43,208 +21,323	+97%	+$144K	0.01%	697
2022 Q1	$207K	Sell	21,885 -800	-4%	-$9.19K	0.01%	881
2021 Q4	$359K	Buy	+22,685	New	+$416K	0.02%	654