Stratos Wealth Partners’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	$3.42M	Sell	215,510 -6,471	-3%	-$136K	0.04%	415
2025 Q4	$5.81M	Buy	221,981 +33,290	+18%	+$928K	0.07%	295
2025 Q3	$4.99M	Buy	188,691 +95,744	+103%	+$2.27M	0.06%	315
2025 Q2	$1.69M	Buy	92,947 +5,995	+7%	+$79.1K	0.02%	546
2025 Q1	$1.01M	Buy	86,952 +204	+0.2%	+$2.94K	0.02%	656
2024 Q4	$1.34M	Sell	86,748 -1,713	-2%	-$22.3K	0.02%	589
2024 Q3	$695K	Sell	88,461 -7,859	-8%	-$57.1K	0.01%	808
2024 Q2	$637K	Sell	96,320 -12,202	-11%	-$86K	0.01%	812
2024 Q1	$792K	Sell	108,522 -2,642	-2%	-$21K	0.01%	729
2023 Q4	$1.11M	Buy	111,164 +36,825	+50%	+$293K	0.02%	583
2023 Q3	$594K	Buy	74,339 +32,861	+79%	+$289K	0.01%	763
2023 Q2	$346K	Buy	41,478 +3,129	+8%	+$20.4K	0.01%	898
2023 Q1	$233K	Buy	38,349 +11,400	+42%	+$69.1K	0.01%	977
2022 Q4	$124K	Sell	26,949 -11,378	-30%	-$56.4K	﹤0.01%	1083
2022 Q3	$187K	Sell	38,327 -12,921	-25%	-$81.8K	0.01%	1030
2022 Q2	$270K	Buy	51,248 +4,000	+8%	+$27K	0.01%	974
2022 Q1	$446K	Buy	47,248 +17,615	+59%	+$202K	0.01%	851
2021 Q4	$468K	Buy	+29,633	New	+$544K	0.01%	832