Westside Investment Management’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	$55.5K	Buy	3,500 +200	+6%	+$4.22K	0.01%	538
2025 Q4	$89.6K	Hold	3,300	–	–	0.01%	412
2025 Q3	$85.5K	Hold	3,300	–	–	0.01%	420
2025 Q2	$58.7K	Sell	3,300 -250	-7%	-$3.3K	0.01%	432
2025 Q1	$42K	Buy	3,550 +250	+8%	+$3.6K	0.01%	426
2024 Q4	$50.8K	Sell	3,300 -200	-6%	-$2.6K	0.01%	404
2024 Q3	$25.8K	Hold	3,500	–	–	0.01%	523
2024 Q2	$23.1K	Hold	3,500	–	–	0.01%	523
2024 Q1	$25.4K	Buy	3,500 +400	+13%	+$3.18K	0.01%	486
2023 Q4	$30.8K	Buy	3,100 +1,500	+94%	+$11.9K	0.01%	432
2023 Q3	$12.8K	Hold	1,600	–	–	﹤0.01%	549
2023 Q2	$13.5K	Sell	1,600 -100	-6%	-$652	﹤0.01%	541
2023 Q1	$10.3K	Sell	1,700 -450	-21%	-$2.73K	﹤0.01%	581
2022 Q4	$5	Buy	2,150 +1,200	+126%	+$5.95K	﹤0.01%	702
2022 Q3	$4	Hold	950	–	–	﹤0.01%	714
2022 Q2	$5	Buy	+950	New	+$6.42K	﹤0.01%	690
2022 Q1	–	Sell	-200	Closed	-$3	–	810
2021 Q4	$3	Hold	200	–	–	﹤0.01%	727
2021 Q3	$3	Hold	200	–	–	﹤0.01%	708
2021 Q2	$3	Hold	200	–	–	﹤0.01%	698
2021 Q1	$3	Buy	+200	New	+$3.95K	﹤0.01%	678