Savant Capital’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$840K	Sell	46,109 -296	-0.6%	-$5.39K	0.01%	875
2025 Q1	$540K	Buy	46,405 +4,013	+9%	+$46.7K	﹤0.01%	958
2024 Q4	$653K	Buy	42,392 +1,614	+4%	+$24.9K	0.01%	791
2024 Q3	$321K	Buy	+40,778	New	+$321K	﹤0.01%	1057