CFFP
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Center for Financial Planning’s SoFi Technologies SOFI Stock Holding History

Center for Financial Planning’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.82K Hold
100
– – ﹤0.01% 566
2025
Q1 		$1.16K Hold
100
– – ﹤0.01% 631
2024
Q4 		$1.54K Hold
100
– – ﹤0.01% 561
2024
Q3 		$786 Buy
+100
New +$786 ﹤0.01% 528