Sunbelt Securities’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	$15.9K	Buy	+1,000	New	+$21.1K	﹤0.01%	1357
2025 Q4	–	Sell	-750	Closed	-$19.8K	–	2939
2025 Q3	$19.8K	Sell	750 -9,000	-92%	-$214K	﹤0.01%	1266
2025 Q2	$150K	Buy	9,750 +9,000	+1,200%	+$119K	0.01%	667
2025 Q1	$8.72K	Sell	750 -9,000	-92%	-$130K	﹤0.01%	1306
2024 Q4	$152K	Buy	9,750 +8,723	+849%	+$113K	0.01%	664
2024 Q3	$8.07K	Buy	1,027 +277	+37%	+$2.01K	﹤0.01%	1342
2024 Q2	$4.96K	Hold	750	–	–	﹤0.01%	1397
2024 Q1	$5.47K	Hold	750	–	–	﹤0.01%	1349
2023 Q4	$7.46K	Hold	750	–	–	﹤0.01%	1224
2023 Q3	$5.99K	Buy	+750	New	+$6.59K	﹤0.01%	1271