Truist Financial’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	$1.23M	Buy	77,340 +6,779	+10%	+$143K	﹤0.01%	1596
2025 Q4	$1.85M	Sell	70,561 -9,971	-12%	-$278K	﹤0.01%	1342
2025 Q3	$2.13M	Sell	80,532 -16,270	-17%	-$386K	﹤0.01%	1304
2025 Q2	$1.76M	Sell	96,802 -1,976	-2%	-$26.1K	﹤0.01%	1340
2025 Q1	$1.15M	Sell	98,778 -192	-0.2%	-$2.77K	﹤0.01%	1464
2024 Q4	$1.52M	Sell	98,970 -40,173	-29%	-$522K	﹤0.01%	1363
2024 Q3	$1.09M	Buy	139,143 +1,587	+1%	+$11.5K	﹤0.01%	1482
2024 Q2	$909K	Sell	137,556 -12,187	-8%	-$85.9K	﹤0.01%	1652
2024 Q1	$1.09M	Buy	149,743 +14,475	+11%	+$115K	﹤0.01%	1568
2023 Q4	$1.35M	Sell	135,268 -24,800	-15%	-$197K	﹤0.01%	1464
2023 Q3	$1.28M	Sell	160,068 -16,646	-9%	-$146K	﹤0.01%	1458
2023 Q2	$1.47M	Sell	176,714 -5,016	-3%	-$32.7K	﹤0.01%	1397
2023 Q1	$1.1M	Buy	181,730 +34,534	+23%	+$209K	﹤0.01%	1510
2022 Q4	$679K	Buy	147,196 +16,425	+13%	+$81.5K	﹤0.01%	1757
2022 Q3	$638K	Buy	130,771 +17,767	+16%	+$112K	﹤0.01%	1701
2022 Q2	$596K	Buy	113,004 +9,693	+9%	+$65.5K	﹤0.01%	1803
2022 Q1	$977K	Buy	103,311 +36,929	+56%	+$424K	﹤0.01%	1643
2021 Q4	$1.05M	Buy	66,382 +17,602	+36%	+$323K	﹤0.01%	1607
2021 Q3	$775K	Buy	+48,780	New	+$765K	﹤0.01%	1748