Worth Financial Advisory Group’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	–	Sell	-13,705	Closed	-$359K	–	160
2025 Q4	$359K	Buy	13,705 +180	+1%	+$5.02K	0.17%	130
2025 Q3	$357K	Sell	13,525 -75	-0.6%	-$1.78K	0.2%	108
2025 Q2	$248K	Sell	13,600 -10	-0.1%	-$132	0.15%	131
2025 Q1	$158K	Hold	13,610	–	–	0.1%	153
2024 Q4	$210K	Sell	13,610 -150	-1%	-$1.95K	0.13%	150
2024 Q3	$108K	Buy	13,760 +350	+3%	+$2.54K	0.06%	164
2024 Q2	$88.6K	Hold	13,410	–	–	0.06%	147
2024 Q1	$97.9K	Buy	13,410 +150	+1%	+$1.19K	0.07%	137
2023 Q4	$132K	Sell	13,260 -525	-4%	-$4.17K	0.11%	129
2023 Q3	$110K	Buy	13,785 +250	+2%	+$2.2K	0.1%	122
2023 Q2	$113K	Sell	13,535 -150	-1%	-$978	0.1%	116
2023 Q1	$83.1K	Hold	13,685	–	–	0.08%	118
2022 Q4	$63.1K	Buy	+13,685	New	+$67.9K	0.07%	105