Buckingham Strategic Wealth’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$82.2K	Sell	12,435 -4,319	-26%	-$30.5K	﹤0.01%	745
2024 Q1	$122K	Buy	16,754 +3,694	+28%	+$29.3K	﹤0.01%	727
2023 Q4	$130K	Buy	13,060 +302	+2%	+$2.4K	﹤0.01%	691
2023 Q3	$102K	Sell	12,758 -883	-6%	-$7.76K	﹤0.01%	664
2023 Q2	$114K	Sell	13,641 -11,705	-46%	-$76.3K	﹤0.01%	661
2023 Q1	$117K	Hold	25,346	–	–	﹤0.01%	582
2022 Q4	$117K	Sell	25,346 -753	-3%	-$3.73K	﹤0.01%	584
2022 Q3	$127K	Buy	26,099 +325	+1%	+$2.06K	﹤0.01%	565
2022 Q2	$136K	Buy	25,774 +1,356	+6%	+$9.16K	﹤0.01%	569
2022 Q1	$231K	Buy	24,418 +13,406	+122%	+$154K	﹤0.01%	535
2021 Q4	$174K	Buy	+11,012	New	+$202K	﹤0.01%	572