Capital Performance Advisors’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$626K	Buy	34,383 +336	+1%	+$6.12K	0.12%	90
2025 Q1	$396K	Buy	+34,047	New	+$396K	0.09%	130
2024 Q4	–	Sell	-3,412	Closed	-$26.8K	–	2308
2024 Q3	$26.8K	Buy	+3,412	New	+$26.8K	0.01%	518