Atlas Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,432	Closed	-$61.6K	–	961
2024 Q1	$61.6K	Buy	8,432 +227	+3%	+$1.66K	0.01%	545
2023 Q4	$81.6K	Sell	8,205 -1,545	-16%	-$15.4K	0.01%	529
2023 Q3	$77.9K	Hold	9,750	–	–	0.01%	487
2023 Q2	$81.3K	Buy	+9,750	New	+$81.3K	0.01%	504