Transcend Capital Advisors’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	$169K	Sell	10,637 -336	-3%	-$7.08K	0.01%	696
2025 Q4	$287K	Sell	10,973 -3,933	-26%	-$110K	0.02%	531
2025 Q3	$394K	Buy	14,906 +4,574	+44%	+$109K	0.03%	441
2025 Q2	$188K	Buy	10,332 +130	+1%	+$1.71K	0.01%	592
2025 Q1	$119K	Buy	10,202 +37	+0.4%	+$533	0.01%	590
2024 Q4	$157K	Sell	10,165 -1,883	-16%	-$24.5K	0.01%	549
2024 Q3	$94.7K	Hold	12,048	–	–	0.01%	605
2024 Q2	$79.6K	Hold	12,048	–	–	0.01%	590
2024 Q1	$88K	Hold	12,048	–	–	0.01%	526
2023 Q4	$120K	Hold	12,048	–	–	0.01%	491
2023 Q3	$96.3K	Hold	12,048	–	–	0.01%	477
2023 Q2	$100K	Buy	12,048 +500	+4%	+$3.26K	0.01%	475
2023 Q1	$70.1K	Sell	11,548 -71	-0.6%	-$431	0.01%	472
2022 Q4	$53.6K	Sell	11,619 -3,706	-24%	-$18.4K	0.01%	482
2022 Q3	$75K	Hold	15,325	–	–	0.01%	471
2022 Q2	$81K	Sell	15,325 -1,350	-8%	-$9.12K	0.01%	484
2022 Q1	$158K	Hold	16,675	–	–	0.01%	493
2021 Q4	$264K	Buy	16,675 +1,350	+9%	+$24.8K	0.02%	411
2021 Q3	$306K	Buy	+15,325	New	+$240K	0.03%	373