Triumph 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	$2.22M	Buy	139,955 +15,468	+12%	+$326K	0.45%	47
2025 Q4	$3.26M	Sell	124,487 -2,428	-2%	-$67.7K	0.7%	32
2025 Q3	$3.35M	Buy	126,915 +19,590	+18%	+$465K	0.9%	28
2025 Q2	$1.95M	Buy	107,325 +32,918	+44%	+$434K	0.59%	34
2025 Q1	$865K	Buy	74,407 +4,961	+7%	+$71.5K	0.29%	86
2024 Q4	$1.07M	Sell	69,446 -315,744	-82%	-$4.1M	0.37%	55
2024 Q3	$3.03M	Buy	385,190 +1,736	+0.5%	+$12.6K	1.08%	19
2024 Q2	$2.53M	Buy	383,454 +21,069	+6%	+$149K	0.99%	21
2024 Q1	$2.62M	Buy	362,385 +72,142	+25%	+$573K	1.07%	20
2023 Q4	$2.89M	Buy	290,243 +113,953	+65%	+$906K	1.23%	16
2023 Q3	$1.41M	Buy	176,290 +23,958	+16%	+$211K	0.64%	35
2023 Q2	$1.27M	Sell	152,332 -9,502	-6%	-$61.9K	0.58%	40
2023 Q1	$982K	Sell	161,834 -151,109	-48%	-$916K	0.5%	37
2022 Q4	$1.44M	Buy	312,943 +14,086	+5%	+$69.9K	0.77%	26
2022 Q3	$1.46M	Buy	298,857 +63,897	+27%	+$404K	0.79%	30
2022 Q2	$1.24M	Buy	234,960 +81,175	+53%	+$549K	0.65%	38
2022 Q1	$1.45M	Buy	153,785 +24,469	+19%	+$281K	0.63%	36
2021 Q4	$2.04M	Buy	129,316 +35,045	+37%	+$643K	0.88%	30
2021 Q3	$1.5M	Buy	+94,271	New	+$1.48M	0.7%	33