SOA Wealth Advisors’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	$86.3K	Buy	5,434 +200	+4%	+$4.22K	0.02%	285
2025 Q4	$137K	Buy	5,234 +100	+2%	+$2.79K	0.02%	247
2025 Q3	$136K	Hold	5,134	–	–	0.02%	258
2025 Q2	$93.5K	Hold	5,134	–	–	0.02%	285
2025 Q1	$59.7K	Sell	5,134 -500	-9%	-$7.21K	0.01%	322
2024 Q4	$86.8K	Buy	5,634 +1,400	+33%	+$18.2K	0.02%	265
2024 Q3	$33.3K	Sell	4,234 -200	-5%	-$1.45K	0.01%	376
2024 Q2	$29.3K	Sell	4,434 -79	-2%	-$557	0.01%	381
2024 Q1	$32.9K	Buy	4,513 +1,713	+61%	+$13.6K	0.01%	361
2023 Q4	$27.9K	Sell	2,800 -20	-0.7%	-$159	0.01%	373
2023 Q3	$22.5K	Sell	2,820 -80	-3%	-$703	0.01%	398
2023 Q2	$24.2K	Buy	2,900 +60	+2%	+$391	0.01%	404
2023 Q1	$17.2K	Sell	2,840 -180	-6%	-$1.09K	﹤0.01%	449
2022 Q4	$13.9K	Buy	3,020 +90	+3%	+$446	﹤0.01%	469
2022 Q3	$14K	Buy	2,930 +410	+16%	+$2.59K	﹤0.01%	456
2022 Q2	$13K	Sell	2,520 -680	-21%	-$4.59K	﹤0.01%	458
2022 Q1	$30K	Buy	3,200 +1,700	+113%	+$19.5K	0.01%	392
2021 Q4	$23K	Sell	1,500 -450	-23%	-$8.26K	0.01%	429
2021 Q3	$30K	Sell	1,950 -50	-3%	-$784	0.01%	385
2021 Q2	$38K	Buy	+2,000	New	+$37.1K	0.01%	350