Stratos 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	$383K	Buy	24,108 +7,518	+45%	+$158K	0.02%	440
2025 Q4	$434K	Buy	16,590 +1,100	+7%	+$30.7K	0.02%	462
2025 Q3	$409K	Sell	15,490 -4,800	-24%	-$114K	0.02%	491
2025 Q2	$369K	Sell	20,290 -4,290	-17%	-$56.6K	0.02%	501
2025 Q1	$286K	Buy	24,580 +396	+2%	+$5.71K	0.02%	560
2024 Q4	$372K	Sell	24,184 -8,426	-26%	-$109K	0.02%	541
2024 Q3	$256K	Buy	32,610 +1,054	+3%	+$7.66K	0.01%	645
2024 Q2	$209K	Sell	31,556 -17,556	-36%	-$124K	0.01%	652
2024 Q1	$359K	Buy	49,112 +28,696	+141%	+$228K	0.02%	525
2023 Q4	$203K	Sell	20,416 -3,340	-14%	-$26.5K	0.01%	644
2023 Q3	$190K	Buy	+23,756	New	+$209K	0.01%	628
2022 Q4	–	Sell	-30,671	Closed	-$150K	–	582
2022 Q3	$150K	Buy	+30,671	New	+$194K	0.02%	481
2022 Q2	–	Sell	-20,913	Closed	-$198K	–	549
2022 Q1	$198K	Buy	+20,913	New	+$240K	0.02%	504
2021 Q3	–	Sell	-16,531	Closed	-$317K	–	564
2021 Q2	$317K	Buy	+16,531	New	+$306K	0.03%	431