Baystate 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
2023
Q4
$4.98K Buy
+500
New +$4.98K ﹤0.01% 888
2023
Q2
Sell
-634
Closed -$3.85K 1095
2023
Q1
$3.85K Buy
+634
New +$3.85K ﹤0.01% 728