Traynor Capital 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	$161K	Sell	10,636 -14,067	-57%	-$297K	0.01%	306
2025 Q4	$647K	Buy	24,703 +1,073	+5%	+$29.9K	0.04%	163
2025 Q3	$624K	Buy	23,630 +5,744	+32%	+$136K	0.04%	161
2025 Q2	$316K	Sell	17,886 -1,369	-7%	-$18.1K	0.02%	177
2025 Q1	$224K	Sell	19,255 -9,987	-34%	-$144K	0.02%	192
2024 Q4	$450K	Sell	29,242 -1,346	-4%	-$17.5K	0.03%	153
2024 Q3	$240K	Buy	30,588 +4,487	+17%	+$32.6K	0.02%	210
2024 Q2	$173K	Buy	26,101 +7,589	+41%	+$53.5K	0.01%	232
2024 Q1	$135K	Sell	18,512 -1,148	-6%	-$9.12K	0.01%	237
2023 Q4	$196K	Buy	19,660 +2,304	+13%	+$18.3K	0.02%	205
2023 Q3	$139K	Buy	17,356 +3,842	+28%	+$33.8K	0.02%	193
2023 Q2	$113K	Sell	13,514 -837	-6%	-$5.46K	0.01%	191
2023 Q1	$87.1K	Sell	14,351 -1,100	-7%	-$6.67K	0.01%	190
2022 Q4	$71.2K	Buy	15,451 +225	+1%	+$1.12K	0.01%	196
2022 Q3	$74K	Sell	15,226 -469	-3%	-$2.97K	0.01%	164
2022 Q2	$82K	Buy	+15,695	New	+$106K	0.01%	159
2022 Q1	–	Sell	-11,953	Closed	-$188K	–	232
2021 Q4	$188K	Buy	+11,953	New	+$219K	0.02%	196