Capital A Wealth Management’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
$17K Hold
1,465
0.02% 241
2024
Q4
$22.6K Buy
+1,465
New +$22.6K 0.04% 218