Waterloo Capital’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Buy	+13,318	New	+$243K	0.02%	402
2025 Q1	–	Sell	-11,246	Closed	-$173K	–	419
2024 Q4	$173K	Buy	+11,246	New	+$173K	0.02%	355