Breakwater Investment Management’s SoFi Technologies SOFI Stock Holding History

Breakwater Investment Management’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$629	Hold
2025 Q3	$635	Buy