Xcel Wealth 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	$2.52M	Buy	158,965 +89,033	+127%	+$1.88M	0.7%	42
2025 Q4	$1.83M	Sell	69,932 -1,000	-1%	-$27.9K	0.47%	55
2025 Q3	$1.87M	Buy	70,932 +392	+0.6%	+$9.3K	0.49%	50
2025 Q2	$1.28M	Sell	70,540 -2,860	-4%	-$37.7K	0.37%	57
2025 Q1	$854K	Buy	73,400 +1,680	+2%	+$24.2K	0.27%	69
2024 Q4	$1.1M	Sell	71,720 -300	-0.4%	-$3.9K	0.31%	59
2024 Q3	$566K	Buy	72,020 +4,000	+6%	+$29.1K	0.17%	82
2024 Q2	$450K	Buy	68,020 +8,250	+14%	+$58.2K	0.14%	86
2024 Q1	$436K	Buy	59,770 +48,470	+429%	+$385K	0.14%	86
2023 Q4	$112K	Hold	11,300	–	–	0.04%	114
2023 Q3	$90.3K	Sell	11,300 -13,980	-55%	-$123K	0.04%	105
2023 Q2	$211K	Sell	25,280 -500	-2%	-$3.26K	0.07%	128
2023 Q1	$156K	Hold	25,780	–	–	0.06%	129
2022 Q4	$119K	Sell	25,780 -200	-0.8%	-$992	0.05%	128
2022 Q3	$127K	Buy	25,980 +5,250	+25%	+$33.2K	0.05%	117
2022 Q2	$109K	Sell	20,730 -1,300	-6%	-$8.79K	0.04%	120
2022 Q1	$208K	Buy	+22,030	New	+$253K	0.06%	133