Bulltick Wealth Management’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 Q1	–	Sell	-12,937	Closed	-$129K	–	119
2023 Q4	$129K	Sell	12,937 -1,967	-13%	-$15.6K	0.03%	104
2023 Q3	$119K	Sell	14,904 -12,920	-46%	-$114K	0.03%	112
2023 Q2	$232K	Sell	27,824 -9,114	-25%	-$59.4K	0.05%	116
2023 Q1	$224K	Sell	36,938 -4,102	-10%	-$24.9K	0.06%	118
2022 Q4	$189K	Sell	41,040 -10,000	-20%	-$49.6K	0.05%	128
2022 Q3	$249K	Sell	51,040 -1,340	-3%	-$8.48K	0.07%	105
2022 Q2	$276K	Buy	+52,380	New	+$354K	0.08%	104
2022 Q1	–	Sell	-27,051	Closed	-$428K	–	162
2021 Q4	$428K	Sell	27,051 -96	-0.4%	-$1.76K	0.09%	91
2021 Q3	$431K	Buy	+27,147	New	+$425K	0.1%	81