Visionary 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	$226K	Buy	14,237 +1,675	+13%	+$35.3K	0.01%	586
2025 Q4	$329K	Sell	12,562 -75	-0.6%	-$2.09K	0.01%	480
2025 Q3	$334K	Buy	12,637 +168	+1%	+$3.99K	0.02%	472
2025 Q2	$227K	Buy	12,469 +1,616	+15%	+$21.3K	0.01%	522
2025 Q1	$126K	Sell	10,853 -43	-0.4%	-$620	0.01%	531
2024 Q4	$168K	Sell	10,896 -3,380	-24%	-$43.9K	0.01%	525
2024 Q3	$112K	Buy	14,276 +30	+0.2%	+$218	0.01%	524
2024 Q2	$94.2K	Buy	14,246 +262	+2%	+$1.85K	0.01%	498
2024 Q1	$102K	Sell	13,984 -1,500	-10%	-$11.9K	0.01%	478
2023 Q4	$154K	Sell	15,484 -238	-2%	-$1.89K	0.01%	464
2023 Q3	$126K	Sell	15,722 -2,381	-13%	-$20.9K	0.01%	436
2023 Q2	$151K	Buy	18,103 +303	+2%	+$1.98K	0.01%	441
2023 Q1	$108K	Hold	17,800	–	–	0.01%	435
2022 Q4	$82K	Sell	17,800 -2,250	-11%	-$11.2K	0.01%	407
2022 Q3	$98K	Buy	20,050 +197	+1%	+$1.25K	0.01%	381
2022 Q2	$105K	Buy	19,853 +2,800	+16%	+$18.9K	0.01%	413
2022 Q1	$161K	Buy	17,053 +5,695	+50%	+$65.4K	0.01%	413
2021 Q4	$180K	Buy	+11,358	New	+$208K	0.01%	361