Valeo Financial 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 Q2	$658K	Buy	36,716 +2,240	+6%	+$38K	0.01%	386
2026 Q1	$547K	Buy	34,476 +2,500	+8%	+$52.7K	0.01%	390
2025 Q4	$837K	Sell	31,976 -3,345	-9%	-$93.2K	0.02%	342
2025 Q3	$933K	Buy	35,321 +1,941	+6%	+$46.1K	0.02%	319
2025 Q2	$608K	Sell	33,380 -369	-1%	-$4.87K	0.02%	408
2025 Q1	$393K	Buy	33,749 +3,219	+11%	+$46.4K	0.01%	470
2024 Q4	$470K	Buy	30,530 +2,354	+8%	+$30.6K	0.01%	423
2024 Q3	$221K	Sell	28,176 -1,540	-5%	-$11.2K	0.01%	625
2024 Q2	$196K	Sell	29,716 -10,000	-25%	-$70.5K	0.01%	612
2024 Q1	$302K	Sell	39,716 -3,000	-7%	-$23.8K	0.01%	501
2023 Q4	$425K	Sell	42,716 -4,900	-10%	-$38.9K	0.02%	402
2023 Q3	$380K	Sell	47,616 -6,500	-12%	-$57.2K	0.02%	397
2023 Q2	$451K	Sell	54,116 -1,000	-2%	-$6.52K	0.02%	343
2023 Q1	$335K	Buy	55,116 +11,656	+27%	+$70.7K	0.02%	414
2022 Q4	$200K	Sell	43,460 -10,686	-20%	-$53K	0.01%	490
2022 Q3	$264K	Sell	54,146 -2,985	-5%	-$18.9K	0.02%	382
2022 Q2	$301K	Buy	57,131 +467	+0.8%	+$3.16K	0.02%	343
2022 Q1	$535K	Buy	56,664 +23,315	+70%	+$268K	0.03%	313
2021 Q4	$527K	Buy	33,349 +11,971	+56%	+$220K	0.03%	292
2021 Q3	$339K	Buy	21,378 +6,538	+44%	+$102K	0.02%	374
2021 Q2	$284K	Buy	14,840 +6,911	+87%	+$128K	0.02%	369
2021 Q1	$136K	Buy	7,929 +7,829	+7,829%	+$155K	0.01%	537
2020 Q4	$1K	Buy	+100	New	+$1.13K	﹤0.01%	1614

Other funds holding SOFI