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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.7K Buy
860
+735
+588% +$13.4K ﹤0.01% 369
2025
Q1
$1.45K Buy
+125
New +$1.45K ﹤0.01% 730
2024
Q1
Sell
-107
Closed -$1.07K 1397
2023
Q4
$1.07K Buy
+107
New +$1.07K ﹤0.01% 763