Ameritas Advisory Services’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	$108K	Buy	+5,957	New	+$108K	0.01%	955
2023 Q2	–	Sell	-300	Closed	-$1.75K	–	2232
2023 Q1	$1.75K	Buy	+300	New	+$1.75K	﹤0.01%	2427