Castle 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
2022
Q4
Sell
-382
Closed -$2K 556
2022
Q3
$2K Buy
382
+100
+35% +$524 ﹤0.01% 594
2022
Q2
$1K Buy
+282
New +$1K ﹤0.01% 643