Tradition Wealth Management’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	$1.67M	Sell	104,988 -24,608	-19%	-$519K	0.12%	158
2025 Q4	$3.39M	Buy	129,596 +16,249	+14%	+$453K	0.24%	90
2025 Q3	$2.99M	Buy	113,347 +31,898	+39%	+$757K	0.22%	93
2025 Q2	$1.48M	Buy	81,449 +8,438	+12%	+$111K	0.12%	150
2025 Q1	$849K	Buy	73,011 +9,946	+16%	+$143K	0.07%	186
2024 Q4	$971K	Buy	63,065 +5,532	+10%	+$71.9K	0.09%	174
2024 Q3	$452K	Buy	57,533 +1,880	+3%	+$13.7K	0.04%	258
2024 Q2	$368K	Buy	55,653 +3,243	+6%	+$22.9K	0.04%	281
2024 Q1	$383K	Buy	52,410 +19,194	+58%	+$152K	0.04%	261
2023 Q4	$330K	Buy	33,216 +6,450	+24%	+$51.3K	0.03%	260
2023 Q3	$214K	Buy	26,766 +10,106	+61%	+$88.9K	0.03%	294
2023 Q2	$139K	Buy	16,660 +1,225	+8%	+$7.99K	0.02%	381
2023 Q1	$94K	Buy	15,435 +8,380	+119%	+$50.8K	0.01%	460
2022 Q4	$33K	Hold	7,055	–	–	﹤0.01%	637
2022 Q3	$34K	Hold	7,055	–	–	0.01%	620
2022 Q2	$37K	Buy	7,055 +1,220	+21%	+$8.24K	0.01%	522
2022 Q1	$55K	Buy	5,835 +5,675	+3,547%	+$65.2K	0.01%	493
2021 Q4	$3K	Buy	+160	New	+$2.94K	﹤0.01%	1148