Brown, Lisle/Cummings’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-800	Closed	-$12.3K	–	798
2024 Q4	$12.3K	Hold	800	–	–	﹤0.01%	470
2024 Q3	$6.29K	Hold	800	–	–	﹤0.01%	500
2024 Q2	$5.29K	Buy	+800	New	+$5.29K	﹤0.01%	506