Bartlett & Co Wealth Management’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	$18.2K	Buy	+1,000	New	+$18.2K	﹤0.01%	831
2022 Q3	–	Sell	-44,775	Closed	-$236K	–	1262
2022 Q2	$236K	Buy	+44,775	New	+$236K	﹤0.01%	350