Bernard Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bernard Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.28K	Hold
2025 Q2	$3.64K	Buy
2025 Q1	$1.16K	Buy