Finivi Inc. Closed Holding Positions

Finivi Inc.

Stock	Closed Quarter	Shares Sold	Price Range
ULTA Ulta Beauty, Inc. Consumer Cyclical	Q4 2024 Filed on Dec 19, 2025	1,060	$338.38 - $446.21 $359K - $473K
TMO Thermo Fisher Scientific Inc. Healthcare	Q4 2023 Filed on Dec 19, 2025	2,103	$431.41 - $532.94 $907K - $1.12M
TSLA Tesla, Inc. Consumer Cyclical	Q2 2024 Filed on Dec 19, 2025	1,649	$142.05 - $197.88 $234K - $326K
TGT Target Corp Consumer Defensive	Q4 2023 Filed on Dec 19, 2025	1,430	$105.01 - $142.54 $150K - $204K
STOR Store Capital Corp Real Estate	Q4 2023 Filed on Dec 19, 2025	26,098	N/A
LUV Southwest Airlines CO Industrials	Q4 2023 Filed on Dec 19, 2025	26,120	$22.23 - $30.31 $581K - $792K

SOFI So Fi Technologies, Inc. Financial Services	Q4 2023 Filed on Dec 19, 2025	61,439	$6.62 - $10.32 $407K - $634K
XLY Select Sector Spdr Consumer Di ETFs	Q2 2025 Filed on Dec 19, 2025	1,044	$176.34 - $218.59 $184K - $228K
XLF Financial Sector Spdr ETFs	Q4 2023 Filed on Dec 19, 2025	18,239	$31.45 - $37.72 $574K - $688K
CRM Salesforce, Inc. Technology	Q3 2024 Filed on Dec 19, 2025	4,575	$238.42 - $276.53 $1.09M - $1.27M
RDS-B Shell PLC Energy	Q4 2023 Filed on Dec 19, 2025	6,428	N/A
PLX Protalix Bio Therapeutics, Inc. Healthcare	Q4 2024 Filed on Dec 19, 2025	14,544	$0.99 - $1.92 $14.4K - $27.9K
PLUG Plug Power Inc Industrials	Q4 2023 Filed on Dec 19, 2025	40,832	$3.42 - $7.72 $140K - $315K
AFRM Affirm Holdings, Inc. Technology	Q4 2023 Filed on Dec 19, 2025	2,262	$16.64 - $51.39 $37.6K - $116K

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