Toth Financial Advisory’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 Q2	$150K	Hold	8,350	–	–	0.01%	257
2026 Q1	$133K	Buy	8,350 +2,200	+36%	+$46.4K	0.01%	254
2025 Q4	$161K	Buy	6,150 +800	+15%	+$22.3K	0.02%	232
2025 Q3	$141K	Buy	5,350 +5,000	+1,429%	+$119K	0.02%	241
2025 Q2	$6.37K	Hold	350	–	–	﹤0.01%	530
2025 Q1	$4.07K	Sell	350 -10	-3%	-$144	﹤0.01%	538
2024 Q4	$5.54K	Buy	360 +10	+3%	+$130	﹤0.01%	503
2024 Q3	$2.75K	Hold	350	–	–	﹤0.01%	564
2024 Q2	$2.31K	Hold	350	–	–	﹤0.01%	594
2024 Q1	$2.56K	Sell	350 -140	-29%	-$1.11K	﹤0.01%	581
2023 Q4	$4.88K	Hold	490	–	–	﹤0.01%	534
2023 Q3	$3.92K	Hold	490	–	–	﹤0.01%	563
2023 Q2	$4.09K	Sell	490 -400	-45%	-$2.61K	﹤0.01%	571
2023 Q1	$5.4K	Buy	890 +540	+154%	+$3.27K	﹤0.01%	536
2022 Q4	$1.61K	Sell	350 -110	-24%	-$546	﹤0.01%	614
2022 Q3	$2K	Hold	460	–	–	﹤0.01%	655
2022 Q2	$2K	Hold	460	–	–	﹤0.01%	612
2022 Q1	$4K	Buy	460 +110	+31%	+$1.26K	﹤0.01%	571
2021 Q4	$6K	Buy	+350	New	+$6.42K	﹤0.01%	553
2021 Q3	–	Sell	-1,000	Closed	-$19K	–	793
2021 Q2	$19K	Hold	1,000	–	–	﹤0.01%	385
2021 Q1	$17K	Buy	+1,000	New	+$19.7K	﹤0.01%	405

Other funds holding SOFI