Bay Harbor 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	$564	Buy	31 +6	+24%	+$109	﹤0.01%	604
2025 Q1	$290	Buy	+25	New	+$290	﹤0.01%	563