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Clarus Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Clarus Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Buy
83,691
+12,756
+18% +$254K 0.77% 38
2025
Q1 		$808K Buy
+70,935
New +$808K 0.43% 58