U.S. Capital Wealth 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	$6.05M	Buy	380,821 +367,631	+2,787%	+$7.75M	0.15%	159
2025 Q4	$345K	Buy	13,190 +2,000	+18%	+$55.7K	0.01%	764
2025 Q3	$296K	Sell	11,190 -1,364	-11%	-$32.4K	0.01%	775
2025 Q2	$229K	Sell	12,554 -3,379	-21%	-$44.6K	0.01%	800
2025 Q1	$185K	Buy	15,933 +3,437	+28%	+$49.5K	0.01%	805
2024 Q4	$192K	Buy	+12,496	New	+$162K	0.01%	776
2024 Q3	–	Sell	-15,836	Closed	-$105K	–	726
2024 Q2	$105K	Buy	+15,836	New	+$112K	﹤0.01%	654
2023 Q1	–	Sell	-8,227	Closed	-$37.9K	–	1395
2022 Q4	$37.9K	Buy	+8,227	New	+$40.8K	﹤0.01%	946
2022 Q1	–	Sell	-14,027	Closed	-$222K	–	751
2021 Q4	$222K	Buy	+14,027	New	+$257K	0.01%	669