TD Waterhouse Canada’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	$381K	Sell	24,394 -17,932	-42%	-$378K	﹤0.01%	899
2025 Q4	$1.11M	Buy	42,326 +22,772	+116%	+$635K	0.01%	545
2025 Q3	$504K	Sell	19,554 -3,457	-15%	-$82K	﹤0.01%	678
2025 Q2	$406K	Buy	23,011 +18,432	+403%	+$243K	﹤0.01%	700
2025 Q1	$54.4K	Sell	4,579 -3,980	-47%	-$57.4K	﹤0.01%	1075
2024 Q4	$132K	Sell	8,559 -4,653	-35%	-$60.4K	﹤0.01%	878
2024 Q3	$101K	Sell	13,212 -1,000	-7%	-$7.27K	﹤0.01%	884
2024 Q2	$91.4K	Buy	14,212 +1,696	+14%	+$12K	﹤0.01%	901
2024 Q1	$101K	Buy	12,516 +4,693	+60%	+$37.3K	﹤0.01%	901
2023 Q4	$77.7K	Hold	7,823	–	–	﹤0.01%	855
2023 Q3	$73.4K	Buy	7,823 +1,105	+16%	+$9.72K	﹤0.01%	828
2023 Q2	$64.5K	Sell	6,718 -7	-0.1%	-$46	﹤0.01%	870
2023 Q1	$52.5K	Sell	6,725 -550	-8%	-$3.33K	﹤0.01%	890
2022 Q4	$40.6K	Sell	7,275 -105,592	-94%	-$524K	﹤0.01%	944
2022 Q3	$729K	Buy	112,867 +22,254	+25%	+$141K	0.01%	451
2022 Q2	$589K	Buy	90,613 +2,568	+3%	+$17.4K	0.01%	500
2022 Q1	$971K	Sell	88,045 -155,522	-64%	-$1.79M	0.01%	458
2021 Q4	$4.37M	Buy	+243,567	New	+$4.47M	0.04%	236