Soltis Investment 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	$1.09M	Buy	68,922 +4,639	+7%	+$97.8K	0.07%	208
2025 Q4	$1.68M	Sell	64,283 -142	-0.2%	-$3.96K	0.11%	158
2025 Q3	$1.7M	Buy	64,425 +35,989	+127%	+$854K	0.12%	154
2025 Q2	$518K	Buy	28,436 +501	+2%	+$6.61K	0.04%	252
2025 Q1	$325K	Sell	27,935 -15,945	-36%	-$230K	0.03%	288
2024 Q4	$676K	Sell	43,880 -72,372	-62%	-$940K	0.06%	204
2024 Q3	$914K	Sell	116,252 -576	-0.5%	-$4.19K	0.09%	160
2024 Q2	$772K	Buy	116,828 +76,400	+189%	+$539K	0.08%	168
2024 Q1	$295K	Buy	40,428 +5,713	+16%	+$45.4K	0.03%	249
2023 Q4	$345K	Hold	34,715	–	–	0.04%	227
2023 Q3	$277K	Sell	34,715 -1,962	-5%	-$17.3K	0.04%	225
2023 Q2	$306K	Hold	36,677	–	–	0.04%	216
2023 Q1	$223K	Sell	36,677 -100	-0.3%	-$606	0.03%	238
2022 Q4	$170K	Hold	36,777	–	–	0.02%	239
2022 Q3	$179K	Buy	36,777 +7,611	+26%	+$48.2K	0.03%	221
2022 Q2	$154K	Buy	+29,166	New	+$197K	0.02%	231