Prostatis 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	$197K	Buy	12,386 +125	+1%	+$2.63K	0.05%	165
2025 Q4	$321K	Hold	12,261	–	–	0.08%	132
2025 Q3	$324K	Hold	12,261	–	–	0.08%	120
2025 Q2	$223K	Hold	12,261	–	–	0.06%	148
2025 Q1	$143K	Hold	12,261	–	–	0.05%	150
2024 Q4	$189K	Buy	12,261 +61	+0.5%	+$792	0.06%	153
2024 Q3	$95.9K	Hold	12,200	–	–	0.03%	130
2024 Q2	$80.6K	Hold	12,200	–	–	0.03%	146
2024 Q1	$89.1K	Hold	12,200	–	–	0.03%	135
2023 Q4	$121K	Hold	12,200	–	–	0.05%	130
2023 Q3	$97.5K	Hold	12,200	–	–	0.05%	112
2023 Q2	$102K	Hold	12,200	–	–	0.05%	137
2023 Q1	$66.9K	Hold	12,200	–	–	0.04%	98
2022 Q4	$56.2K	Hold	12,200	–	–	0.03%	97
2022 Q3	$59.5K	Hold	12,200	–	–	0.07%	64
2022 Q2	$64.3K	Hold	12,200	–	–	0.1%	47
2022 Q1	$115K	Buy	+12,200	New	+$140K	0.09%	84