Wedbush Securities’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,700	Closed	-$78K	–	1283
2024 Q1	$78K	Buy	+10,700	New	+$85K	﹤0.01%	1192
2023 Q2	–	Sell	-17,000	Closed	-$103K	–	1122
2023 Q1	$103K	Sell	17,000 -2,100	-11%	-$12.7K	0.01%	1011
2022 Q4	$88K	Sell	19,100 -17,407	-48%	-$86.3K	﹤0.01%	997
2022 Q3	$178K	Buy	36,507 +900	+3%	+$5.69K	0.01%	915
2022 Q2	$188K	Buy	+35,607	New	+$241K	0.01%	941
2022 Q1	–	Sell	-25,882	Closed	-$409K	–	1194
2021 Q4	$409K	Buy	25,882 +10,290	+66%	+$189K	0.02%	721
2021 Q3	$248K	Buy	15,592 +3,132	+25%	+$49.1K	0.01%	960
2021 Q2	$239K	Sell	12,460 -20,700	-62%	-$384K	0.01%	978
2021 Q1	$569K	Buy	+33,160	New	+$655K	0.03%	536