AWM
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Able Wealth Management’s SoFi Technologies SOFI Stock Holding History

Able Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-675
Closed -$6.72K – 495
2023
Q4 		$6.72K Buy
+675
New +$6.72K 0.01% 313