Raymond James & Associates’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.18M	Buy	531,363 +11,062	+2%	+$80.4K	﹤0.01%	1772
2024 Q2	$3.44M	Buy	520,301 +115,639	+29%	+$815K	﹤0.01%	1837
2024 Q1	$2.95M	Buy	404,662 +105,012	+35%	+$834K	﹤0.01%	1922
2023 Q4	$2.98M	Buy	299,650 +32,345	+12%	+$257K	﹤0.01%	1849
2023 Q3	$2.14M	Sell	267,305 -83,152	-24%	-$731K	﹤0.01%	1982
2023 Q2	$2.92M	Sell	350,457 -31,616	-8%	-$206K	﹤0.01%	1830
2023 Q1	$2.32M	Sell	382,073 -30,390	-7%	-$184K	﹤0.01%	1943
2022 Q4	$1.9M	Sell	412,463 -544,000	-57%	-$2.7M	﹤0.01%	2013
2022 Q3	$4.67M	Sell	956,463 -64,595	-6%	-$409K	﹤0.01%	1420
2022 Q2	$5.38M	Buy	1,021,058 +86,759	+9%	+$586K	0.01%	1355
2022 Q1	$8.83M	Buy	934,299 +161,398	+21%	+$1.85M	0.01%	1137
2021 Q4	$12.2M	Buy	772,901 +189,030	+32%	+$3.47M	0.01%	984
2021 Q3	$9.27M	Buy	583,871 +493,963	+549%	+$7.74M	0.01%	1098
2021 Q2	$1.72M	Buy	89,908 +43,787	+95%	+$812K	﹤0.01%	2204
2021 Q1	$791K	Buy	+46,121	New	+$911K	﹤0.01%	2668