Zurich Cantonal Bank’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	$15.4M	Buy	969,988 +85,903	+10%	+$1.81M	0.03%	401
2025 Q4	$23.1M	Buy	884,085 +610,897	+224%	+$17M	0.08%	297
2025 Q3	$7.22M	Sell	273,188 -36,589	-12%	-$868K	0.02%	524
2025 Q2	$5.64M	Buy	309,777 +33,165	+12%	+$437K	0.01%	563
2025 Q1	$3.22M	Sell	276,612 -278	-0.1%	-$4.01K	0.01%	684
2024 Q4	$4.26M	Buy	276,890 +46,063	+20%	+$598K	0.01%	636
2024 Q3	$1.81M	Buy	230,827 +7,928	+4%	+$57.6K	0.01%	828
2024 Q2	$1.47M	Buy	222,899 +29,604	+15%	+$209K	﹤0.01%	876
2024 Q1	$1.41M	Sell	193,295 -1,540	-0.8%	-$12.2K	﹤0.01%	887
2023 Q4	$1.94M	Buy	194,835 +17,865	+10%	+$142K	0.01%	747
2023 Q3	$1.41M	Buy	176,970 +40,020	+29%	+$352K	0.01%	819
2023 Q2	$1.14M	Buy	136,950 +39,730	+41%	+$259K	0.01%	885
2023 Q1	$590K	Sell	97,220 -2,008	-2%	-$12.2K	﹤0.01%	1200
2022 Q4	$457K	Buy	99,228 +27,120	+38%	+$135K	﹤0.01%	1304
2022 Q3	$352K	Hold	72,108	–	–	﹤0.01%	1409
2022 Q2	$380K	Buy	+72,108	New	+$487K	﹤0.01%	1397
2022 Q1	–	Sell	-119,494	Closed	-$1.89M	–	2829
2021 Q4	$1.89M	Buy	+119,494	New	+$2.19M	0.01%	764