Advisors Management Group’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$207K	Buy	11,341 +178	+2%	+$3.25K	0.04%	142
2025 Q1	$130K	Sell	11,163 -100	-0.9%	-$1.17K	0.03%	145
2024 Q4	$173K	Buy	11,263 +612	+6%	+$9.4K	0.04%	147
2024 Q3	$84K	Hold	10,651	–	–	0.02%	148
2024 Q2	$70K	Buy	+10,651	New	+$70K	0.02%	152