Stifel 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
2026 Q1	$481K	Sell	30,285 -144,903	-83%	-$3.05M	﹤0.01%	2904
2025 Q4	$4.59M	Buy	175,188 +46,500	+36%	+$1.3M	﹤0.01%	1389
2025 Q3	$3.4M	Buy	128,688 +107,013	+494%	+$2.54M	﹤0.01%	1523
2025 Q2	$395K	Sell	21,675 -1,122	-5%	-$14.8K	﹤0.01%	2900
2025 Q1	$265K	Sell	22,797 -39,749	-64%	-$573K	﹤0.01%	3046
2024 Q4	$963K	Sell	62,546 -31,647	-34%	-$411K	﹤0.01%	2267
2024 Q3	$740K	Sell	94,193 -14,288	-13%	-$104K	﹤0.01%	2426
2024 Q2	$717K	Sell	108,481 -57,978	-35%	-$409K	﹤0.01%	2388
2024 Q1	$1.22M	Buy	166,459 +63,958	+62%	+$508K	﹤0.01%	2062
2023 Q4	$1.02M	Sell	102,501 -8,195	-7%	-$65.1K	﹤0.01%	2140
2023 Q3	$884K	Sell	110,696 -21,229	-16%	-$187K	﹤0.01%	2122
2023 Q2	$1.1M	Sell	131,925 -79,263	-38%	-$517K	﹤0.01%	2026
2023 Q1	$1.28M	Sell	211,188 -15,392	-7%	-$93.3K	﹤0.01%	1874
2022 Q4	$1.04M	Buy	226,580 +9,945	+5%	+$49.3K	﹤0.01%	1971
2022 Q3	$1.06M	Sell	216,635 -12,711	-6%	-$80.4K	﹤0.01%	1937
2022 Q2	$1.21M	Sell	229,346 -17,168	-7%	-$116K	﹤0.01%	1854
2022 Q1	$2.33M	Buy	246,514 +78,675	+47%	+$904K	﹤0.01%	1510
2021 Q4	$2.65M	Buy	167,839 +76,405	+84%	+$1.4M	﹤0.01%	1427
2021 Q3	$1.45M	Buy	91,434 +75,370	+469%	+$1.18M	﹤0.01%	1796
2021 Q2	$308K	Buy	+16,064	New	+$298K	﹤0.01%	2887