Stephens Consulting’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 Q3	–	Sell	-40	Closed	-$729	–	1046
2025 Q2	$729	Buy	+40	New	+$527	﹤0.01%	781
2024 Q4	–	Sell	-500	Closed	-$3.93K	–	540
2024 Q3	$3.93K	Hold	500	–	–	﹤0.01%	417
2024 Q2	$3.31K	Hold	500	–	–	﹤0.01%	455
2024 Q1	$3.65K	Hold	500	–	–	﹤0.01%	392
2023 Q4	$4.97K	Hold	500	–	–	﹤0.01%	370
2023 Q3	$4K	Hold	500	–	–	﹤0.01%	392
2023 Q2	$4.17K	Hold	500	–	–	﹤0.01%	397
2023 Q1	$3.04K	Hold	500	–	–	﹤0.01%	429
2022 Q4	$2.31K	Hold	500	–	–	﹤0.01%	426
2022 Q3	$2.44K	Hold	500	–	–	﹤0.01%	475
2022 Q2	$2.63K	Hold	500	–	–	﹤0.01%	460
2022 Q1	$4.72K	Sell	500 -500	-50%	-$5.74K	﹤0.01%	439
2021 Q4	$15.8K	Buy	+1,000	New	+$18.4K	0.01%	340