AllSquare 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
2025 Q2	$69.2K	Buy	3,800 +3,200	+533%	+$58.3K	0.04%	192
2025 Q1	$6.98K	Buy	600 +300	+100%	+$3.49K	﹤0.01%	406
2024 Q4	$4.62K	Buy	+300	New	+$4.62K	﹤0.01%	437