AWE
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Avidian Wealth Enterprises’s SoFi Technologies SOFI Stock Holding History

Avidian Wealth Enterprises’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-69,856
Closed -$368K – 462
2022
Q2 		$368K Buy
+69,856
New +$368K 0.03% 314