Smith Anglin Financial’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,450	Closed	-$168K	–	223
2025 Q1	$168K	Sell	14,450 -50	-0.3%	-$721	0.02%	204
2024 Q4	$223K	Sell	14,500 -500	-3%	-$6.49K	0.02%	192
2024 Q3	$118K	Buy	15,000 +4,500	+43%	+$32.7K	0.01%	196
2024 Q2	$69.4K	Buy	10,500 +200	+2%	+$1.41K	0.01%	192
2024 Q1	$75.2K	Hold	10,300	–	–	0.01%	194
2023 Q4	$102K	Sell	10,300 -1,250	-11%	-$9.94K	0.01%	178
2023 Q3	$92.3K	Hold	11,550	–	–	0.01%	171
2023 Q2	$96.3K	Hold	11,550	–	–	0.01%	167
2023 Q1	$70.1K	Buy	+11,550	New	+$70K	0.01%	164
2021 Q3	–	Sell	-10,046	Closed	-$193K	–	148
2021 Q2	$193K	Buy	+10,046	New	+$186K	0.04%	139