Avion Wealth’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	$184K	Buy	10,157 +33	+0.3%	+$598	0.04%	98
2025 Q1	$155K	Hold	10,124	–	–	0.04%	100
2024 Q4	$155K	Buy	10,124 +51	+0.5%	+$781	0.04%	100
2024 Q3	$79K	Buy	10,073 +10,000	+13,699%	+$78.4K	0.02%	140
2024 Q2	$0	Buy	+73	New	–	﹤0.01%	1232