Accurate Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,090	Closed	-$113K	–	401
2024 Q3	$113K	Buy	+11,090	New	+$113K	0.02%	373
2023 Q1	–	Sell	-1,500	Closed	-$7.68K	–	1242
2022 Q4	$7.68K	Buy	+1,500	New	+$7.68K	﹤0.01%	923