CTWM
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Cherry Tree Wealth Management’s SoFi Technologies SOFI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-427
Closed -$3.12K 620
2024
Q1
$3.12K Buy
+427
New +$3.12K ﹤0.01% 476