American Capital Advisory’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	$4.04K	Buy	222 +12	+6%	+$219	﹤0.01%	355
2025 Q1	$2.44K	Hold	210	–	–	﹤0.01%	381
2024 Q4	$3.23K	Hold	210	–	–	﹤0.01%	384
2024 Q3	$1.65K	Buy	+210	New	+$1.65K	﹤0.01%	398