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Clearstead Trust’s SoFi Technologies SOFI Stock Holding History

Clearstead Trust’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 		$4.43K Sell
243
-95
-28% -$1.73K ﹤0.01% 780
2025
Q1 		$3.93K Buy
+338
New +$3.93K ﹤0.01% 660