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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.82K	Hold
2025 Q1	$1.16K	Hold
2024 Q4	$1.54K	Hold
2024 Q3	$786	Buy