Clay Northam Wealth Management’s SoFi Technologies SOFI Stock Holding History

Clay Northam Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$440K	Hold
2025 Q2	$303K	Hold
2025 Q1	$194K	Buy
2024 Q4	$236K	Hold
2024 Q3	$121K	Hold
2024 Q2	$101K	Buy
2024 Q1	$83.8K	Buy